+82.2%
UBER vs JCI
+327.4%
-245.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.9% | -2.2% | -1.3% |
| 7D | -3.9% | +3.8% | -7.7% | -5.8% |
| 30D | +11.1% | -5.7% | +16.8% | +14.2% |
| 3M | +4.9% | -1.4% | +6.3% | +4.3% |
| 6M | -1.2% | +4.1% | -5.3% | -5.8% |
| YTD | -7.3% | +21.7% | -29.0% | -20.3% |
| 1Y | -17.6% | +36.1% | -53.8% | -34.4% |
| 3Y | +61.1% | +154.4% | -93.4% | -17.7% |
| 5Y | +87.9% | +112.0% | -24.1% | +5.2% |
| All | +82.2% | +327.4% | -245.2% | -39.9% |
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 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