+157.7%
JCI vs SOUN
-24.7%
+182.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.5% | +1.1% |
| 7D | +5.1% | -4.1% | +9.2% | +5.3% |
| 30D | -3.8% | -18.1% | +14.2% | -3.1% |
| 3M | +1.9% | -12.3% | +14.2% | +2.2% |
| 6M | +11.2% | -18.6% | +29.8% | +11.5% |
| YTD | +22.9% | -34.1% | +57.0% | +24.1% |
| 1Y | +37.4% | -57.0% | +94.4% | +40.7% |
| 3Y | +167.8% | +185.7% | -17.8% | +149.7% |
| All | +157.7% | -24.7% | +182.4% | +138.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 SOUN 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