+41.5%
JBL vs WCC
+60.6%
-19.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.2% | +0.5% | -0.8% |
| 7D | -1.0% | +1.7% | -2.7% | -2.0% |
| 30D | -15.1% | -6.1% | -9.0% | -11.9% |
| 3M | -14.0% | +3.1% | -17.1% | -15.8% |
| 6M | +20.6% | +28.2% | -7.6% | +5.7% |
| YTD | +32.9% | +41.1% | -8.2% | +11.9% |
| All | +41.5% | +60.6% | -19.1% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling