+186.7%
JCI vs TECK
+74.1%
+112.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.6% | -1.8% |
| 7D | +3.2% | -0.4% | +3.6% | +3.3% |
| 30D | -8.6% | -7.1% | -1.5% | -6.8% |
| 3M | -7.7% | -5.5% | -2.3% | -6.6% |
| 6M | -2.6% | -9.7% | +7.1% | -0.8% |
| YTD | +17.4% | +26.3% | -8.9% | +8.4% |
| 1Y | +16.9% | +44.4% | -27.4% | +4.1% |
| 3Y | +186.7% | +70.1% | +116.7% | +139.8% |
| All | +186.7% | +74.1% | +112.7% | +139.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling