+56.4%
TXN vs JCI
+105.2%
-48.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.2% |
| 7D | +2.0% | +0.4% | +1.6% | +1.7% |
| 30D | -8.0% | -7.7% | -0.3% | -3.8% |
| 3M | -7.8% | +2.8% | -10.5% | -8.7% |
| 6M | +32.4% | +7.2% | +25.2% | +28.3% |
| YTD | +51.7% | +20.0% | +31.7% | +37.7% |
| 1Y | +44.3% | +33.3% | +11.0% | +23.4% |
| 3Y | +71.3% | +161.3% | -90.0% | -0.5% |
| 5Y | +56.4% | +108.8% | -52.4% | +0.9% |
| All | +56.4% | +105.2% | -48.8% | +0.9% |
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 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