+459.2%
JCI vs EQX
+232.0%
+227.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.1% |
| 7D | +0.7% | -3.2% | +3.9% | +1.0% |
| 30D | -4.4% | +7.8% | -12.2% | -5.3% |
| 3M | +1.7% | +21.3% | -19.7% | -0.6% |
| 6M | +8.8% | -22.4% | +31.2% | +10.5% |
| YTD | +22.6% | -11.3% | +34.0% | +22.4% |
| 1Y | +36.2% | +13.5% | +22.7% | +32.2% |
| 3Y | +168.0% | +162.1% | +5.9% | +133.1% |
| 5Y | +113.5% | +84.2% | +29.3% | +85.1% |
| All | +459.2% | +232.0% | +227.2% | +421.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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