+15,172.7%
INTC vs JCI
+2,331.5%
+12,841.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.9% | +2.6% | +3.9% |
| 7D | +7.1% | +3.8% | +3.2% | +5.8% |
| 30D | -5.2% | -5.7% | +0.5% | -3.4% |
| 3M | -14.3% | -1.4% | -12.9% | -13.4% |
| 6M | +110.2% | +4.1% | +106.0% | +109.3% |
| YTD | +159.6% | +21.7% | +137.9% | +145.7% |
| 1Y | +289.3% | +36.1% | +253.1% | +255.3% |
| 3Y | +166.1% | +154.4% | +11.6% | +99.4% |
| 5Y | +94.4% | +112.0% | -17.7% | +52.6% |
| 10Y | +227.7% | +322.2% | -94.5% | +105.6% |
| All | +15,172.7% | +2,331.5% | +12,841.2% | +4,399.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded JCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling