+2,331.5%
JCI vs BBY
+74,802.5%
-72,471.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.2% |
| 7D | +5.1% | +8.1% | -3.0% | +3.7% |
| 30D | -3.8% | +8.9% | -12.8% | -5.4% |
| 3M | +1.9% | +22.0% | -20.2% | -1.9% |
| 6M | +11.2% | +37.8% | -26.6% | +4.0% |
| YTD | +22.9% | +37.3% | -14.4% | +14.8% |
| 1Y | +37.4% | +21.6% | +15.8% | +30.8% |
| 3Y | +167.8% | +41.5% | +126.3% | +144.3% |
| 5Y | +115.0% | +1.2% | +113.8% | +105.2% |
| 10Y | +325.3% | +237.8% | +87.5% | +224.4% |
| All | +2,331.5% | +74,802.5% | -72,471.0% | +853.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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