+41,936.4%
JBL vs GPC
+1,671.8%
+40,264.6%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +0.8% |
| 7D | +3.0% | +1.2% | +1.8% | +2.2% |
| 30D | -8.3% | +6.0% | -14.2% | -11.8% |
| 3M | -16.9% | +42.6% | -59.5% | -36.4% |
| 6M | +21.8% | +22.8% | -1.0% | +2.5% |
| YTD | +36.3% | +15.5% | +20.9% | +17.2% |
| 1Y | +49.5% | +2.0% | +47.5% | +39.3% |
| 3Y | +170.6% | -1.4% | +172.1% | +140.3% |
| 5Y | +408.4% | +30.6% | +377.8% | +261.8% |
| 10Y | +1,450.4% | +80.6% | +1,369.8% | +721.0% |
| All | +41,936.4% | +1,671.8% | +40,264.6% | +6,310.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 all: compounded portfolio wealth divided by compounded GPC 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…
all analysis · Full analysis span regression · 6 months rolling