+15.9%
ABNB vs JBL
+689.2%
-673.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.1% |
| 7D | -9.5% | -1.0% | -8.5% | -9.2% |
| 30D | -9.4% | -15.1% | +5.7% | -3.8% |
| 3M | +29.9% | -14.0% | +43.9% | +34.8% |
| 6M | +26.6% | +20.6% | +6.0% | +9.8% |
| YTD | +23.5% | +32.9% | -9.4% | +1.0% |
| 1Y | +35.8% | +40.5% | -4.7% | +6.3% |
| 3Y | +15.0% | +183.7% | -168.8% | -45.5% |
| 5Y | +1.5% | +388.3% | -386.9% | -69.3% |
| All | +15.9% | +689.2% | -673.3% | -68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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