+114.4%
JCI vs TCOM
+29.4%
+85.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +2.1% |
| 7D | +0.7% | -4.9% | +5.6% | +1.3% |
| 30D | -4.4% | -14.4% | +10.0% | -2.8% |
| 3M | +1.7% | -17.7% | +19.3% | +3.6% |
| 6M | +8.8% | -25.1% | +33.9% | +12.1% |
| YTD | +22.6% | -45.7% | +68.4% | +31.0% |
| 1Y | +36.2% | -47.9% | +84.1% | +46.1% |
| 3Y | +168.0% | +8.9% | +159.1% | +153.4% |
| All | +114.4% | +29.4% | +85.0% | +83.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 5y: compounded portfolio wealth divided by compounded TCOM 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…
5y analysis · Full analysis span regression · 6 months rolling