+360.1%
JCI vs OPEN
-87.8%
+448.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.1% | +6.8% | +0.1% |
| 7D | -5.9% | -24.7% | +18.8% | -4.8% |
| 30D | -10.4% | -41.0% | +30.6% | -8.3% |
| 3M | -6.1% | -62.4% | +56.3% | -1.7% |
| 6M | +1.7% | -73.9% | +75.6% | +8.1% |
| YTD | +18.9% | -77.5% | +96.4% | +26.7% |
| 1Y | +16.1% | -83.6% | +99.7% | +25.6% |
| 3Y | +187.8% | -37.0% | +224.8% | +161.0% |
| 5Y | +103.2% | -93.3% | +196.5% | +90.1% |
| All | +360.1% | -87.8% | +448.0% | +309.8% |
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