+75.9%
UBER vs JCI
+331.6%
-255.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.0% | -4.5% | -4.0% |
| 7D | -2.8% | +5.1% | -7.9% | -5.4% |
| 30D | -2.5% | -3.8% | +1.3% | -0.8% |
| 3M | +4.4% | +1.9% | +2.5% | +1.9% |
| 6M | -2.7% | +11.2% | -13.9% | -10.6% |
| YTD | -10.5% | +22.9% | -33.4% | -23.5% |
| 1Y | -22.5% | +37.4% | -59.9% | -38.6% |
| 3Y | +54.8% | +167.8% | -113.0% | -23.5% |
| 5Y | +82.5% | +115.0% | -32.5% | +1.4% |
| All | +75.9% | +331.6% | -255.7% | -42.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling