+27.7%
JCI vs TECK
+59.3%
-31.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +4.3% | -10.5% | -7.4% |
| 7D | -10.7% | +2.3% | -12.9% | -11.3% |
| 30D | -10.4% | -5.0% | -5.4% | -9.3% |
| 3M | -8.3% | -0.3% | -8.0% | -8.5% |
| 6M | -2.1% | +13.9% | -16.0% | -6.2% |
| YTD | +18.4% | +35.2% | -16.8% | +7.6% |
| 1Y | +27.7% | +57.5% | -29.9% | +10.6% |
| All | +27.7% | +59.3% | -31.6% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 1y: compounded portfolio wealth divided by compounded TECK 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…
1y analysis · Full analysis span regression · 6 months rolling