+304.3%
JCI vs LSCC
+1,244.7%
-940.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +7.1% | -4.4% | +1.1% |
| 7D | -9.4% | +13.0% | -22.4% | -12.0% |
| 30D | -13.4% | -19.8% | +6.4% | -9.2% |
| 3M | -12.4% | -18.4% | +6.0% | -8.7% |
| 6M | -5.1% | -16.1% | +11.0% | -2.7% |
| YTD | +13.7% | +42.7% | -29.0% | +3.0% |
| 1Y | +11.4% | +68.0% | -56.6% | -2.8% |
| 3Y | +175.9% | +85.8% | +90.0% | +122.6% |
| 5Y | +98.4% | +28.0% | +70.4% | +64.1% |
| All | +304.3% | +1,244.7% | -940.3% | +92.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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