+565.8%
PLTR vs JCI
+119.7%
+446.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.3% | -3.0% |
| 7D | -5.3% | +5.1% | -10.5% | -8.5% |
| 30D | -1.0% | -3.8% | +2.8% | +1.3% |
| 3M | +24.8% | +1.9% | +22.9% | +21.9% |
| 6M | +8.4% | +11.2% | -2.8% | -2.8% |
| YTD | -4.2% | +22.9% | -27.1% | -22.2% |
| 1Y | +9.1% | +37.4% | -28.3% | -19.6% |
| 3Y | +1,025.6% | +167.8% | +857.7% | +372.5% |
| 5Y | +565.8% | +115.0% | +450.7% | +211.9% |
| All | +565.8% | +119.7% | +446.1% | +211.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling