+354.3%
JCI vs OPEN
-88.9%
+443.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.6% | +1.4% | -2.1% |
| 7D | +3.2% | -15.0% | +18.2% | +4.0% |
| 30D | -8.6% | -40.2% | +31.6% | -6.6% |
| 3M | -7.7% | -67.4% | +59.7% | -2.7% |
| 6M | -2.6% | -74.0% | +71.4% | +3.6% |
| YTD | +17.4% | -79.6% | +96.9% | +25.6% |
| 1Y | +16.9% | -86.1% | +103.0% | +27.6% |
| 3Y | +186.7% | -41.4% | +228.1% | +160.9% |
| 5Y | +95.4% | -94.9% | +190.2% | +83.9% |
| All | +354.3% | -88.9% | +443.2% | +306.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling