+1,525.1%
JBL vs WCC
+540.7%
+984.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +3.6% | +1.5% | +3.4% |
| 7D | +2.4% | +1.4% | +1.0% | +1.8% |
| 30D | -13.1% | -2.3% | -10.8% | -12.1% |
| 3M | -15.6% | +3.7% | -19.3% | -17.1% |
| 6M | +24.6% | +34.8% | -10.2% | +8.6% |
| YTD | +39.6% | +46.1% | -6.5% | +16.8% |
| 1Y | +48.6% | +62.7% | -14.1% | +17.8% |
| 3Y | +197.3% | +133.6% | +63.7% | +87.4% |
| 5Y | +413.0% | +226.1% | +186.9% | +158.1% |
| All | +1,525.1% | +540.7% | +984.3% | +368.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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