+918.2%
JCI vs KMX
+475.4%
+442.8%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.0% | +0.9% | +1.7% |
| 7D | +3.8% | +1.9% | +1.9% | +3.4% |
| 30D | -5.7% | +11.7% | -17.4% | -7.9% |
| 3M | -1.4% | +34.9% | -36.3% | -7.8% |
| 6M | +4.1% | +50.3% | -46.1% | -5.4% |
| YTD | +21.7% | +63.8% | -42.0% | +8.1% |
| 1Y | +36.1% | +3.8% | +32.3% | +30.5% |
| 3Y | +154.4% | -24.3% | +178.7% | +156.0% |
| 5Y | +112.0% | -50.2% | +162.3% | +125.8% |
| 10Y | +322.2% | +5.4% | +316.8% | +277.4% |
| All | +918.2% | +475.4% | +442.8% | +511.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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