+16.1%
JCI vs OPEN
-80.8%
+97.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.1% | +6.8% | -0.2% |
| 7D | -5.9% | -24.7% | +18.8% | -5.7% |
| 30D | -10.4% | -41.0% | +30.6% | -9.7% |
| 3M | -6.1% | -62.4% | +56.3% | -4.4% |
| 6M | +1.7% | -73.9% | +75.6% | +4.3% |
| YTD | +18.9% | -77.5% | +96.4% | +21.4% |
| 1Y | +16.1% | -83.6% | +99.7% | +21.5% |
| All | +16.1% | -80.8% | +97.0% | +21.5% |
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 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