+1,668.3%
PLTR vs JCI
+277.8%
+1,390.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -0.8% |
| 7D | +4.7% | +3.2% | +1.6% | +2.9% |
| 30D | -16.4% | -8.6% | -7.8% | -12.1% |
| 3M | -6.2% | -7.7% | +1.6% | -2.3% |
| 6M | +29.2% | -2.6% | +31.7% | +28.7% |
| YTD | -5.5% | +17.4% | -22.9% | -18.6% |
| 1Y | -2.4% | +16.9% | -19.3% | -15.6% |
| 3Y | +752.3% | +186.7% | +565.6% | +309.9% |
| 5Y | +635.8% | +95.4% | +540.5% | +272.5% |
| All | +1,668.3% | +277.8% | +1,390.5% | +959.5% |
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