+1,735.1%
PLTR vs JCI
+291.9%
+1,443.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -5.6% |
| 7D | -6.4% | +3.8% | -10.3% | -8.4% |
| 30D | +10.0% | -5.7% | +15.7% | +13.3% |
| 3M | +23.0% | -1.4% | +24.4% | +23.1% |
| 6M | +13.8% | +4.1% | +9.7% | +8.3% |
| YTD | -1.9% | +21.7% | -23.7% | -16.9% |
| 1Y | +11.6% | +36.1% | -24.5% | -12.7% |
| 3Y | +1,048.4% | +154.4% | +894.0% | +496.2% |
| 5Y | +554.4% | +112.0% | +442.4% | +225.8% |
| All | +1,735.1% | +291.9% | +1,443.1% | +980.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling