+74.5%
UBER vs JCI
+321.1%
-246.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.5% | +2.9% |
| 7D | -4.5% | +0.4% | -4.9% | -4.7% |
| 30D | -7.6% | -7.7% | +0.1% | -3.8% |
| 3M | +5.8% | +2.8% | +3.0% | +2.7% |
| 6M | +0.3% | +7.2% | -7.0% | -6.1% |
| YTD | -11.2% | +20.0% | -31.2% | -23.1% |
| 1Y | -23.0% | +33.3% | -56.2% | -37.9% |
| 3Y | +53.6% | +161.3% | -107.7% | -23.1% |
| 5Y | +81.9% | +108.8% | -26.9% | +2.7% |
| All | +74.5% | +321.1% | -246.6% | -42.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling