+325.3%
JCI vs CASY
+549.1%
-223.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.9% |
| 7D | +5.1% | -4.4% | +9.5% | +6.6% |
| 30D | -3.8% | -12.0% | +8.2% | 0.0% |
| 3M | +1.9% | -2.3% | +4.2% | +0.6% |
| 6M | +11.2% | +10.5% | +0.7% | +5.0% |
| YTD | +22.9% | +33.0% | -10.1% | +8.6% |
| 1Y | +37.4% | +41.1% | -3.8% | +18.2% |
| 3Y | +167.8% | +207.5% | -39.7% | +68.7% |
| 5Y | +115.0% | +290.7% | -175.7% | +21.7% |
| 10Y | +325.3% | +556.5% | -231.2% | +99.3% |
| All | +325.3% | +549.1% | -223.7% | +99.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 10y: compounded portfolio wealth divided by compounded CASY 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…
10y analysis · Full analysis span regression · 6 months rolling