+818.4%
JBL vs CRL
+1,339.8%
-521.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.7% | +3.2% | +1.6% |
| 7D | +4.4% | -0.6% | +5.0% | +4.6% |
| 30D | -8.4% | +5.0% | -13.4% | -10.3% |
| 3M | -14.2% | +50.6% | -64.8% | -27.9% |
| 6M | +29.6% | +60.9% | -31.3% | +4.0% |
| YTD | +37.1% | +40.7% | -3.7% | +15.2% |
| 1Y | +49.5% | +73.3% | -23.8% | +14.0% |
| 3Y | +192.7% | +40.6% | +152.1% | +125.4% |
| 5Y | +411.3% | -37.0% | +448.3% | +432.7% |
| 10Y | +1,447.6% | +244.3% | +1,203.3% | +638.1% |
| All | +818.4% | +1,339.8% | -521.4% | +166.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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