+27.7%
JCI vs OPEN
-72.7%
+100.3%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +13.8% | -20.1% | -6.4% |
| 7D | -10.7% | +3.7% | -14.4% | -10.6% |
| 30D | -10.4% | -14.3% | +3.9% | -9.8% |
| 3M | -8.3% | -51.9% | +43.7% | -6.1% |
| 6M | -2.1% | -61.4% | +59.3% | +0.6% |
| YTD | +18.4% | -66.0% | +84.4% | +21.4% |
| 1Y | +27.7% | -71.4% | +99.0% | +32.1% |
| All | +27.7% | -72.7% | +100.3% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 1y: compounded portfolio wealth divided by compounded OPEN 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…
1y analysis · Full analysis span regression · 6 months rolling