+49.4%
JCI vs GLXY
+12.0%
+37.4%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.5% | +2.0% |
| 7D | +3.8% | +13.4% | -9.6% | +2.7% |
| 30D | -5.7% | +38.1% | -43.8% | -8.4% |
| 3M | -1.4% | -7.3% | +5.9% | -1.6% |
| 6M | +4.1% | +8.2% | -4.0% | +1.9% |
| YTD | +21.7% | +17.8% | +4.0% | +16.8% |
| 1Y | +36.1% | +14.9% | +21.2% | +30.7% |
| All | +49.4% | +12.0% | +37.4% | +44.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling