+46.2%
TSLA vs JCI
+111.9%
-65.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.6% |
| 7D | +3.0% | +4.1% | -1.0% | +0.2% |
| 30D | +11.2% | -3.8% | +15.0% | +13.8% |
| 3M | -7.3% | -1.6% | -5.6% | -6.8% |
| 6M | -7.7% | +9.5% | -17.3% | -14.7% |
| YTD | -18.2% | +21.7% | -39.9% | -30.6% |
| 1Y | +6.0% | +37.1% | -31.1% | -18.2% |
| 3Y | +48.0% | +165.2% | -117.2% | -27.6% |
| 5Y | +46.2% | +110.3% | -64.1% | -27.1% |
| All | +46.2% | +111.9% | -65.7% | -27.1% |
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 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