+448.2%
NFLX vs JCI
+291.9%
+156.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.3% | +1.4% | -0.2% |
| 7D | -2.0% | +3.2% | -5.2% | -2.9% |
| 30D | -11.9% | -8.6% | -3.3% | -10.2% |
| 3M | -20.6% | -7.7% | -12.8% | -19.6% |
| 6M | -29.0% | -2.6% | -26.5% | -30.2% |
| YTD | -33.7% | +17.4% | -51.1% | -39.8% |
| 1Y | -46.2% | +16.9% | -63.1% | -51.0% |
| 3Y | +39.8% | +186.7% | -147.0% | -11.6% |
| 5Y | -9.0% | +95.4% | -104.3% | -35.8% |
| All | +448.2% | +291.9% | +156.3% | +188.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling