+61.9%
PYPL vs JCI
+411.3%
-349.4%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.9% | -2.0% |
| 7D | +1.0% | -5.9% | +6.8% | +3.4% |
| 30D | +5.9% | -10.4% | +16.2% | +10.2% |
| 3M | -0.2% | -6.1% | +5.8% | +1.4% |
| 6M | +30.3% | +1.7% | +28.6% | +25.9% |
| YTD | +1.6% | +18.9% | -17.3% | -10.6% |
| 1Y | -10.3% | +16.1% | -26.4% | -20.1% |
| 3Y | +8.5% | +187.8% | -179.3% | -39.8% |
| 5Y | -71.0% | +103.2% | -174.2% | -81.3% |
| 10Y | +46.9% | +288.2% | -241.3% | -34.4% |
| All | +61.9% | +411.3% | -349.4% | -32.5% |
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