+371.3%
JCI vs OPEN
-70.7%
+442.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.6% | +1.3% | +1.9% |
| 7D | +3.8% | -4.3% | +8.1% | +4.1% |
| 30D | -5.7% | -16.2% | +10.6% | -4.9% |
| 3M | -1.4% | -36.4% | +35.0% | +0.7% |
| 6M | +4.1% | -35.5% | +39.6% | +5.9% |
| YTD | +21.7% | -46.0% | +67.7% | +24.5% |
| 1Y | +36.1% | -47.1% | +83.3% | +36.1% |
| 3Y | +154.4% | -19.0% | +173.5% | +129.7% |
| 5Y | +112.0% | -83.6% | +195.6% | +90.2% |
| All | +371.3% | -70.7% | +442.0% | +302.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling