-81.1%
PYPL vs JCI
+119.7%
-200.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.0% | -4.2% | -3.8% |
| 7D | +1.7% | +5.1% | -3.4% | -0.9% |
| 30D | -9.7% | -3.8% | -5.9% | -8.0% |
| 3M | +29.2% | +1.9% | +27.3% | +26.4% |
| 6M | +13.9% | +11.2% | +2.7% | +4.4% |
| YTD | -8.1% | +22.9% | -31.0% | -21.8% |
| 1Y | -21.4% | +37.4% | -58.8% | -38.1% |
| 3Y | -11.8% | +167.8% | -179.6% | -56.8% |
| 5Y | -81.1% | +115.0% | -196.2% | -90.2% |
| All | -81.1% | +119.7% | -200.8% | -90.2% |
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