+252.8%
SPOT vs JCI
+413.5%
-160.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.5% | 0.0% |
| 7D | -3.1% | +0.7% | -3.8% | -3.3% |
| 30D | +7.4% | -4.4% | +11.8% | +8.9% |
| 3M | +8.2% | +1.7% | +6.5% | +6.5% |
| 6M | +2.2% | +8.8% | -6.6% | -3.1% |
| YTD | -9.5% | +22.6% | -32.1% | -18.9% |
| 1Y | -23.8% | +36.2% | -60.1% | -35.2% |
| 3Y | +233.5% | +168.0% | +65.5% | +109.8% |
| 5Y | +112.2% | +113.5% | -1.3% | +41.6% |
| All | +252.8% | +413.5% | -160.7% | +73.1% |
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