+293.5%
JCI vs TSN
+14.5%
+279.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.5% | -2.1% |
| 7D | +3.2% | -1.4% | +4.6% | +3.5% |
| 30D | -8.6% | +8.5% | -17.1% | -10.5% |
| 3M | -7.7% | +5.3% | -13.0% | -9.2% |
| 6M | -2.6% | -10.5% | +7.9% | -0.6% |
| YTD | +17.4% | +3.0% | +14.4% | +15.2% |
| 1Y | +16.9% | +12.1% | +4.8% | +12.1% |
| 3Y | +186.7% | +43.1% | +143.6% | +152.1% |
| 5Y | +95.4% | -15.1% | +110.5% | +96.8% |
| All | +293.5% | +14.5% | +279.1% | +257.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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