-22.1%
PYPL vs JCI
+36.6%
-58.7%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.9% |
| 7D | -4.3% | +4.1% | -8.4% | -4.3% |
| 30D | -11.5% | -3.8% | -7.6% | -11.7% |
| 3M | +26.1% | -1.6% | +27.8% | +26.2% |
| 6M | +13.7% | +9.5% | +4.1% | +12.5% |
| YTD | -9.8% | +21.7% | -31.6% | -13.0% |
| 1Y | -22.1% | +37.1% | -59.2% | -26.7% |
| All | -22.1% | +36.6% | -58.7% | -26.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling