-47.4%
MSTR vs JCI
+16.3%
-63.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.8% | -7.4% | -4.3% |
| 7D | -4.0% | -3.4% | -0.5% | -3.0% |
| 30D | -18.6% | -10.1% | -8.5% | -15.6% |
| 3M | +25.6% | -6.8% | +32.4% | +28.5% |
| 6M | -33.1% | +2.0% | -35.0% | -34.0% |
| YTD | -17.3% | +19.2% | -36.5% | -20.6% |
| All | -47.4% | +16.3% | -63.7% | -46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling