+53,843.8%
NFLX vs JCI
+522.4%
+53,321.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.5% | -0.4% | +1.4% |
| 7D | -2.8% | +2.9% | -5.7% | -3.5% |
| 30D | -8.6% | -6.9% | -1.6% | -7.5% |
| 3M | -13.7% | -6.3% | -7.4% | -13.2% |
| 6M | -24.5% | +2.6% | -27.0% | -26.3% |
| YTD | -31.2% | +21.8% | -53.0% | -36.0% |
| 1Y | -43.2% | +19.6% | -62.8% | -47.0% |
| 3Y | +44.3% | +194.9% | -150.6% | +6.2% |
| 5Y | -1.9% | +108.1% | -110.0% | -21.9% |
| 10Y | +462.3% | +307.6% | +154.7% | +272.2% |
| All | +53,843.8% | +522.4% | +53,321.4% | +29,496.5% |
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