+1,252.0%
MSTR vs JCI
+426.4%
+825.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.9% | -3.3% | -2.2% |
| 7D | +12.2% | +3.8% | +8.3% | +10.5% |
| 30D | +45.2% | -5.7% | +50.8% | +48.2% |
| 3M | +10.4% | -1.4% | +11.8% | +10.3% |
| 6M | -2.5% | +4.1% | -6.6% | -5.1% |
| YTD | -6.0% | +21.7% | -27.8% | -14.5% |
| 1Y | -56.4% | +36.1% | -92.5% | -62.1% |
| 3Y | +306.3% | +154.4% | +151.9% | +181.4% |
| 5Y | +100.5% | +112.0% | -11.5% | +52.2% |
| 10Y | +741.1% | +322.2% | +418.9% | +392.1% |
| All | +1,252.0% | +426.4% | +825.6% | +269.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling