+35,474.9%
LOW vs JCI
+2,331.5%
+33,143.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.6% | +0.7% |
| 7D | -1.7% | +3.8% | -5.6% | -2.8% |
| 30D | -7.0% | -5.7% | -1.4% | -5.5% |
| 3M | -0.9% | -1.4% | +0.5% | -0.9% |
| 6M | -20.1% | +4.1% | -24.2% | -21.6% |
| YTD | -13.9% | +21.7% | -35.6% | -19.5% |
| 1Y | -21.1% | +36.1% | -57.3% | -28.9% |
| 3Y | -6.6% | +154.4% | -161.1% | -31.1% |
| 5Y | +9.4% | +112.0% | -102.7% | -15.7% |
| 10Y | +220.5% | +322.2% | -101.7% | +100.5% |
| All | +35,474.9% | +2,331.5% | +33,143.3% | +8,762.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 all: compounded portfolio wealth divided by compounded JCI 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…
all analysis · Full analysis span regression · 6 months rolling