+340.5%
JCI vs FIVN
+118.5%
+221.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.9% | +2.1% |
| 7D | +0.7% | -7.8% | +8.6% | +1.5% |
| 30D | -4.4% | -1.7% | -2.7% | -4.4% |
| 3M | +1.7% | +47.2% | -45.5% | -3.3% |
| 6M | +8.8% | +82.7% | -73.9% | -0.2% |
| YTD | +22.6% | +52.9% | -30.3% | +14.3% |
| 1Y | +36.2% | +17.5% | +18.7% | +30.9% |
| 3Y | +168.0% | -55.8% | +223.8% | +181.4% |
| 5Y | +113.5% | -82.3% | +195.8% | +136.3% |
| All | +340.5% | +118.5% | +221.9% | +280.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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