+1,525.1%
JBL vs XPO
+1,516.3%
+8.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.1% | +5.1% |
| 7D | +2.4% | -5.7% | +8.1% | +4.5% |
| 30D | -13.1% | -12.8% | -0.3% | -8.8% |
| 3M | -15.6% | -20.0% | +4.4% | -8.9% |
| 6M | +24.6% | -6.0% | +30.6% | +26.9% |
| YTD | +39.6% | +34.0% | +5.6% | +25.0% |
| 1Y | +48.6% | +35.6% | +13.1% | +31.2% |
| 3Y | +197.3% | +152.3% | +45.0% | +98.8% |
| 5Y | +413.0% | +264.4% | +148.6% | +181.1% |
| All | +1,525.1% | +1,516.3% | +8.7% | +449.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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