+2,331.5%
JCI vs EOG
+7,424.5%
-5,093.0%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +5.1% | -2.0% | +7.1% | +5.5% |
| 30D | -3.8% | +7.9% | -11.7% | -5.5% |
| 3M | +1.9% | +4.5% | -2.6% | +0.5% |
| 6M | +11.2% | +12.3% | -1.1% | +7.6% |
| YTD | +22.9% | +41.9% | -18.9% | +12.9% |
| 1Y | +37.4% | +27.8% | +9.5% | +28.7% |
| 3Y | +167.8% | +21.8% | +146.0% | +151.3% |
| 5Y | +115.0% | +174.0% | -59.0% | +64.8% |
| 10Y | +325.3% | +110.4% | +214.9% | +216.6% |
| All | +2,331.5% | +7,424.5% | -5,093.0% | +812.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EOG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling