+39.9%
BKNG vs JCI
+165.4%
-125.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.6% |
| 7D | -9.8% | +0.7% | -10.5% | -10.0% |
| 30D | -17.9% | -4.4% | -13.4% | -17.0% |
| 3M | +6.6% | +1.7% | +4.9% | +5.4% |
| 6M | +1.1% | +8.8% | -7.7% | -2.9% |
| YTD | -18.2% | +22.6% | -40.9% | -25.5% |
| 1Y | -20.2% | +36.2% | -56.4% | -30.6% |
| 3Y | +39.9% | +168.0% | -128.2% | -6.8% |
| All | +39.9% | +165.4% | -125.5% | -6.8% |
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 2023-09-11 to 2026-09-11: 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling