+47.8%
VLO vs JCI
+4.8%
+43.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.5% | +1.2% | +3.5% |
| 7D | -0.4% | +2.9% | -3.3% | -0.7% |
| 30D | -16.6% | -6.9% | -9.6% | -16.4% |
| 3M | +12.3% | -6.3% | +18.6% | +12.0% |
| 6M | +47.8% | +2.6% | +45.3% | +47.2% |
| All | +47.8% | +4.8% | +43.0% | +47.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling