+3,733.8%
CELH vs JBL
+1,558.3%
+2,175.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.0% | -2.8% | +0.2% |
| 7D | -11.2% | +2.4% | -13.6% | -12.1% |
| 30D | -1.4% | -13.1% | +11.7% | +3.8% |
| 3M | -4.2% | -15.6% | +11.4% | +0.6% |
| 6M | -40.5% | +24.6% | -65.0% | -49.0% |
| YTD | -40.5% | +39.6% | -80.1% | -52.0% |
| 1Y | -53.0% | +48.6% | -101.6% | -63.5% |
| 3Y | -59.1% | +197.3% | -256.3% | -79.5% |
| 5Y | -10.7% | +413.0% | -423.7% | -66.9% |
| All | +3,733.8% | +1,558.3% | +2,175.5% | +937.9% |
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