+31.9%
NXPI vs JCI
+27.0%
+4.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.3% | +7.1% | +4.1% |
| 7D | +5.3% | -10.7% | +16.0% | +11.6% |
| 30D | +9.5% | -10.4% | +19.9% | +15.7% |
| 3M | +12.0% | -8.3% | +20.3% | +16.6% |
| 6M | -8.1% | -2.1% | -6.0% | -7.8% |
| YTD | +23.7% | +18.4% | +5.3% | +21.3% |
| 1Y | +31.9% | +27.7% | +4.3% | +25.6% |
| All | +31.9% | +27.0% | +4.9% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling