+826.1%
PLTR vs JCI
+189.7%
+636.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.8% | +0.7% | +3.0% |
| 7D | -5.1% | -3.4% | -1.7% | -3.4% |
| 30D | -19.1% | -10.1% | -8.9% | -14.5% |
| 3M | -1.6% | -6.8% | +5.1% | +1.5% |
| 6M | +22.8% | +2.0% | +20.8% | +19.4% |
| YTD | -4.8% | +19.2% | -24.0% | -19.0% |
| 1Y | -4.9% | +16.7% | -21.6% | -17.7% |
| 3Y | +826.1% | +194.3% | +631.8% | +328.3% |
| All | +826.1% | +189.7% | +636.4% | +328.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling