+293.5%
JCI vs SPXU
-99.5%
+393.0%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -1.8% |
| 7D | +3.2% | -7.6% | +10.8% | +0.7% |
| 30D | -8.6% | +5.3% | -13.9% | -6.1% |
| 3M | -7.7% | +9.6% | -17.4% | -3.6% |
| 6M | -2.6% | -4.5% | +2.0% | -1.7% |
| YTD | +17.4% | -25.9% | +43.2% | +10.2% |
| 1Y | +16.9% | -28.9% | +45.8% | +8.7% |
| 3Y | +186.7% | -80.5% | +267.2% | +94.2% |
| 5Y | +95.4% | -83.4% | +178.7% | +45.7% |
| All | +293.5% | -99.5% | +393.0% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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