+1,447.6%
JBL vs EXPD
+308.0%
+1,139.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.4% |
| 7D | +4.4% | -0.9% | +5.3% | +4.9% |
| 30D | -8.4% | +4.1% | -12.5% | -10.4% |
| 3M | -14.2% | +13.8% | -27.9% | -20.2% |
| 6M | +29.6% | +27.3% | +2.3% | +12.4% |
| YTD | +37.1% | +25.4% | +11.6% | +18.6% |
| 1Y | +49.5% | +54.4% | -4.9% | +13.4% |
| 3Y | +192.7% | +67.9% | +124.8% | +104.0% |
| 5Y | +411.3% | +59.2% | +352.2% | +258.7% |
| 10Y | +1,447.6% | +308.6% | +1,139.1% | +561.2% |
| All | +1,447.6% | +308.0% | +1,139.6% | +561.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded EXPD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling