+14,072.6%
CSCO vs JBL
+42,879.2%
-28,806.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.2% |
| 7D | -0.5% | +4.4% | -4.9% | -1.8% |
| 30D | -10.1% | -8.4% | -1.6% | -8.1% |
| 3M | -11.7% | -14.2% | +2.4% | -8.3% |
| 6M | +40.1% | +29.6% | +10.5% | +28.2% |
| YTD | +43.8% | +37.1% | +6.7% | +29.2% |
| 1Y | +66.6% | +49.5% | +17.1% | +44.9% |
| 3Y | +108.5% | +192.7% | -84.2% | +43.2% |
| 5Y | +114.0% | +411.3% | -297.4% | +23.1% |
| 10Y | +366.8% | +1,447.6% | -1,080.8% | +86.7% |
| All | +14,072.6% | +42,879.2% | -28,806.6% | +3,419.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling