+33.9%
NXPI vs JCI
+103.9%
-70.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | -0.5% | -5.9% | +5.4% | +3.6% |
| 30D | +15.0% | -10.4% | +25.3% | +23.3% |
| 3M | +12.6% | -6.1% | +18.6% | +16.5% |
| 6M | -10.6% | +1.7% | -12.3% | -12.3% |
| YTD | +22.1% | +18.9% | +3.2% | +6.0% |
| 1Y | +29.8% | +16.1% | +13.6% | +14.6% |
| 3Y | +47.8% | +187.8% | -140.1% | -34.0% |
| 5Y | +33.9% | +103.2% | -69.4% | -22.6% |
| All | +33.9% | +103.9% | -70.0% | -22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling