-24.1%
UBER vs JCI
+14.5%
-38.6%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.1% | +0.6% |
| 7D | +1.6% | +3.2% | -1.6% | +2.0% |
| 30D | +0.6% | -8.6% | +9.2% | -0.6% |
| 3M | -8.2% | -7.7% | -0.4% | -8.9% |
| 6M | -6.7% | -2.6% | -4.1% | -6.4% |
| YTD | -14.7% | +17.4% | -32.1% | -13.6% |
| 1Y | -24.1% | +16.9% | -41.0% | -22.1% |
| All | -24.1% | +14.5% | -38.6% | -22.1% |
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