+341.0%
JCI vs OVV
+55.1%
+285.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.1% |
| 7D | +4.1% | -3.8% | +7.9% | +4.7% |
| 30D | -3.8% | +1.3% | -5.1% | -4.1% |
| 3M | -1.6% | +14.3% | -16.0% | -4.0% |
| 6M | +9.5% | +21.1% | -11.6% | +5.5% |
| YTD | +21.7% | +66.0% | -44.3% | +11.4% |
| 1Y | +37.1% | +59.3% | -22.1% | +25.8% |
| 3Y | +165.2% | +47.6% | +117.6% | +142.5% |
| 5Y | +110.3% | +162.0% | -51.7% | +70.8% |
| 10Y | +341.0% | +56.5% | +284.5% | +200.1% |
| All | +341.0% | +55.1% | +285.9% | +200.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded OVV 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling