+597.7%
PLTR vs JCI
+108.2%
+489.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.8% | +0.7% | +2.3% |
| 7D | -5.1% | -3.4% | -1.7% | -2.9% |
| 30D | -19.1% | -10.1% | -8.9% | -13.2% |
| 3M | -1.6% | -6.8% | +5.1% | +2.2% |
| 6M | +22.8% | +2.0% | +20.8% | +17.9% |
| YTD | -4.8% | +19.2% | -24.0% | -21.5% |
| 1Y | -4.9% | +16.7% | -21.6% | -20.1% |
| 3Y | +826.1% | +194.3% | +631.8% | +252.4% |
| 5Y | +597.7% | +103.0% | +494.7% | +220.1% |
| All | +597.7% | +108.2% | +489.5% | +220.1% |
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