+66.7%
SNXX vs JCI
+22.3%
+44.4%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -6.3% | -9.5% | +2.4% |
| 7D | -47.8% | -10.7% | -37.1% | -23.9% |
| 30D | -66.0% | -10.4% | -55.6% | -50.1% |
| 3M | -57.5% | -8.3% | -49.2% | -41.9% |
| 6M | -66.7% | -2.1% | -64.6% | -54.2% |
| All | +66.7% | +22.3% | +44.4% | +196.6% |
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