+110.3%
JCI vs TECK
+213.6%
-103.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.3% | -0.5% |
| 7D | +4.1% | +4.9% | -0.8% | +3.0% |
| 30D | -3.8% | +5.2% | -9.0% | -5.0% |
| 3M | -1.6% | +13.8% | -15.4% | -4.8% |
| 6M | +9.5% | +38.5% | -29.0% | +1.2% |
| YTD | +21.7% | +47.3% | -25.6% | +10.3% |
| 1Y | +37.1% | +81.0% | -43.8% | +18.4% |
| 3Y | +165.2% | +79.9% | +85.3% | +122.9% |
| 5Y | +110.3% | +207.9% | -97.6% | +62.3% |
| All | +110.3% | +213.6% | -103.3% | +62.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling