-13.3%
TSLA vs JCI
+27.0%
-40.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -6.3% | +2.9% | -0.6% |
| 7D | -4.7% | -10.7% | +6.0% | -0.1% |
| 30D | +1.7% | -10.4% | +12.1% | +6.3% |
| 3M | +17.7% | -8.3% | +25.9% | +21.7% |
| 6M | -1.9% | -2.1% | +0.3% | -1.7% |
| YTD | -14.3% | +18.4% | -32.7% | -18.5% |
| 1Y | -13.3% | +27.7% | -41.0% | -20.7% |
| All | -13.3% | +27.0% | -40.3% | -20.7% |
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