+108.8%
JCI vs EFV
+94.1%
+14.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | +0.4% | -2.0% | +2.4% | +2.3% |
| 30D | -7.7% | -0.2% | -7.5% | -7.6% |
| 3M | +2.8% | +9.1% | -6.4% | -5.4% |
| 6M | +7.2% | +11.7% | -4.5% | -3.5% |
| YTD | +20.0% | +17.0% | +2.9% | +3.3% |
| 1Y | +33.3% | +26.7% | +6.5% | +6.5% |
| 3Y | +161.3% | +90.2% | +71.2% | +40.3% |
| 5Y | +108.8% | +96.1% | +12.7% | +5.5% |
| All | +108.8% | +94.1% | +14.7% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 2021-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EFV 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling