+361.4%
JCI vs OPEN
-86.9%
+448.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.7% | +4.1% | +4.7% |
| 7D | -3.4% | -21.7% | +18.3% | -2.5% |
| 30D | -10.1% | -36.5% | +26.4% | -8.4% |
| 3M | -6.8% | -59.5% | +52.8% | -2.8% |
| 6M | +2.0% | -71.9% | +73.8% | +8.0% |
| YTD | +19.2% | -75.8% | +95.0% | +26.5% |
| 1Y | +16.7% | -78.5% | +95.2% | +24.3% |
| 3Y | +194.3% | -30.2% | +224.5% | +165.5% |
| 5Y | +103.0% | -93.3% | +196.3% | +89.4% |
| All | +361.4% | -86.9% | +448.2% | +309.4% |
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