+341.0%
JCI vs CPB
-44.2%
+385.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.5% | -1.0% |
| 7D | +4.1% | -8.0% | +12.1% | +4.8% |
| 30D | -3.8% | -2.4% | -1.4% | -3.7% |
| 3M | -1.6% | +0.5% | -2.2% | -2.0% |
| 6M | +9.5% | -10.5% | +20.0% | +10.4% |
| YTD | +21.7% | -17.5% | +39.3% | +23.7% |
| 1Y | +37.1% | -31.0% | +68.2% | +42.3% |
| 3Y | +165.2% | -40.6% | +205.8% | +176.9% |
| 5Y | +110.3% | -37.7% | +148.0% | +115.7% |
| 10Y | +341.0% | -43.4% | +384.4% | +336.4% |
| All | +341.0% | -44.2% | +385.2% | +336.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CPB 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling