+325.3%
JCI vs PLUG
+56.9%
+268.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.1% | -3.2% | +0.7% |
| 7D | +5.1% | +8.1% | -3.0% | +4.5% |
| 30D | -3.8% | +3.7% | -7.5% | -4.2% |
| 3M | +1.9% | -29.2% | +31.0% | +4.2% |
| 6M | +11.2% | +6.1% | +5.1% | +9.7% |
| YTD | +22.9% | +14.7% | +8.2% | +19.6% |
| 1Y | +37.4% | +56.9% | -19.6% | +28.4% |
| 3Y | +167.8% | -71.6% | +239.4% | +164.5% |
| 5Y | +115.0% | -91.0% | +206.1% | +125.1% |
| 10Y | +325.3% | +55.9% | +269.4% | +234.5% |
| All | +325.3% | +56.9% | +268.4% | +234.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded PLUG 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling