+49.9%
MSTR vs JCI
+95.9%
-46.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -2.8% |
| 7D | -1.2% | -9.4% | +8.2% | +7.8% |
| 30D | -15.9% | -13.4% | -2.5% | -4.5% |
| 3M | +33.1% | -12.4% | +45.5% | +48.0% |
| 6M | -31.0% | -5.1% | -25.8% | -31.2% |
| YTD | -15.1% | +13.7% | -28.9% | -31.6% |
| 1Y | -45.6% | +11.4% | -57.1% | -55.2% |
| 3Y | +180.5% | +175.9% | +4.6% | -18.2% |
| All | +49.9% | +95.9% | -46.0% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling