+4.6%
TSLA vs JCI
+37.7%
-33.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.9% | -7.8% | -6.7% |
| 7D | +1.5% | +3.8% | -2.3% | -0.1% |
| 30D | +10.1% | -5.7% | +15.8% | +12.6% |
| 3M | -15.4% | -1.4% | -14.0% | -15.3% |
| 6M | -12.8% | +4.1% | -16.9% | -15.3% |
| YTD | -21.3% | +21.7% | -43.0% | -26.1% |
| 1Y | +4.6% | +36.1% | -31.5% | -4.9% |
| All | +4.6% | +37.7% | -33.1% | -4.9% |
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