+40.1%
PYPL vs JCI
+348.5%
-308.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.5% | -0.3% |
| 7D | -2.3% | +0.7% | -3.0% | -2.6% |
| 30D | -9.0% | -4.4% | -4.6% | -7.2% |
| 3M | +30.6% | +1.7% | +28.9% | +28.4% |
| 6M | +18.6% | +8.8% | +9.8% | +11.4% |
| YTD | -7.2% | +22.6% | -29.8% | -18.6% |
| 1Y | -19.3% | +36.2% | -55.5% | -33.2% |
| 3Y | -12.3% | +168.0% | -180.3% | -49.3% |
| 5Y | -80.9% | +113.5% | -194.3% | -88.0% |
| All | +40.1% | +348.5% | -308.4% | -41.3% |
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 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