+2,307.7%
JCI vs D
+2,347.4%
-39.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.1% |
| 7D | +3.8% | +1.5% | +2.4% | +3.3% |
| 30D | -5.7% | -2.6% | -3.1% | -4.8% |
| 3M | -1.4% | 0.0% | -1.4% | -1.6% |
| 6M | +4.1% | +7.4% | -3.2% | +0.8% |
| YTD | +21.7% | +15.9% | +5.9% | +14.4% |
| 1Y | +36.1% | +18.1% | +18.0% | +26.8% |
| 3Y | +154.4% | +58.4% | +96.1% | +107.3% |
| 5Y | +112.0% | +5.2% | +106.8% | +100.0% |
| 10Y | +322.2% | +35.9% | +286.4% | +248.8% |
| All | +2,307.7% | +2,347.4% | -39.7% | +548.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling