+9,728.0%
UNP vs JCI
+2,332.8%
+7,395.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | -0.1% |
| 7D | -2.1% | +2.9% | -5.0% | -2.8% |
| 30D | +7.3% | -6.9% | +14.2% | +8.7% |
| 3M | +3.6% | -6.3% | +9.9% | +4.6% |
| 6M | +15.8% | +2.6% | +13.3% | +14.0% |
| YTD | +32.6% | +21.8% | +10.8% | +24.9% |
| 1Y | +37.2% | +19.6% | +17.6% | +29.7% |
| 3Y | +52.6% | +194.9% | -142.3% | +14.8% |
| 5Y | +40.6% | +108.1% | -67.6% | +13.6% |
| 10Y | +288.4% | +307.6% | -19.2% | +166.3% |
| All | +9,728.0% | +2,332.8% | +7,395.2% | +3,445.6% |
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