+2,331.5%
JCI vs MKC
+3,364.7%
-1,033.2%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +5.1% | -4.3% | +9.5% | +6.2% |
| 30D | -3.8% | -2.0% | -1.8% | -3.5% |
| 3M | +1.9% | +10.0% | -8.1% | -1.0% |
| 6M | +11.2% | -18.5% | +29.7% | +15.8% |
| YTD | +22.9% | -22.4% | +45.4% | +29.2% |
| 1Y | +37.4% | -23.6% | +61.0% | +44.6% |
| 3Y | +167.8% | -30.4% | +198.3% | +185.0% |
| 5Y | +115.0% | -34.2% | +149.2% | +129.8% |
| 10Y | +325.3% | +26.8% | +298.5% | +278.1% |
| All | +2,331.5% | +3,364.7% | -1,033.2% | +974.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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