+10,509.7%
LIN vs JBL
+42,637.0%
-32,127.4%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.5% | -2.5% | -1.2% |
| 7D | -2.1% | +3.0% | -5.1% | -2.5% |
| 30D | -2.4% | -8.3% | +5.8% | -1.5% |
| 3M | -5.6% | -16.9% | +11.3% | -3.8% |
| 6M | -3.4% | +21.8% | -25.1% | -6.9% |
| YTD | +13.1% | +36.3% | -23.2% | +7.0% |
| 1Y | +2.5% | +49.5% | -47.0% | -4.7% |
| 3Y | +27.6% | +170.6% | -143.0% | +7.2% |
| 5Y | +63.0% | +408.4% | -345.3% | +25.0% |
| 10Y | +359.3% | +1,450.4% | -1,091.1% | +201.1% |
| All | +10,509.7% | +42,637.0% | -32,127.4% | +5,277.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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