+20,427.4%
TXN vs JCI
+2,355.5%
+18,071.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | +2.2% | +5.1% | -2.9% | +0.5% |
| 30D | -9.5% | -3.8% | -5.7% | -8.3% |
| 3M | -10.5% | +1.9% | -12.4% | -10.9% |
| 6M | +35.4% | +11.2% | +24.2% | +31.4% |
| YTD | +51.8% | +22.9% | +28.8% | +42.0% |
| 1Y | +42.9% | +37.4% | +5.6% | +28.9% |
| 3Y | +71.3% | +167.8% | -96.5% | +23.9% |
| 5Y | +58.0% | +115.0% | -57.0% | +21.5% |
| 10Y | +393.3% | +325.3% | +67.9% | +202.2% |
| All | +20,427.4% | +2,355.5% | +18,071.9% | +5,752.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling