+49.5%
JCI vs GLXY
-32.0%
+81.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +13.2% | -10.7% | +1.0% |
| 7D | +2.9% | +14.3% | -11.4% | +1.3% |
| 30D | -6.9% | -19.6% | +12.7% | -5.6% |
| 3M | -6.3% | -20.7% | +14.4% | -5.1% |
| 6M | +2.6% | -49.6% | +52.2% | +7.0% |
| YTD | +21.8% | -28.6% | +50.4% | +21.2% |
| 1Y | +19.6% | -48.0% | +67.7% | +22.3% |
| All | +49.5% | -32.0% | +81.5% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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