+448.2%
NFLX vs JBL
+1,148.2%
-700.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.3% |
| 7D | -2.0% | +6.3% | -8.3% | -3.6% |
| 30D | -11.9% | -13.5% | +1.6% | -8.9% |
| 3M | -20.6% | -31.3% | +10.8% | -13.3% |
| 6M | -29.0% | -28.4% | -0.6% | -24.6% |
| YTD | -33.7% | +11.6% | -45.3% | -40.1% |
| 1Y | -46.2% | +26.1% | -72.3% | -53.5% |
| 3Y | +39.8% | +97.4% | -57.6% | -2.2% |
| 5Y | -9.0% | +301.0% | -309.9% | -52.9% |
| All | +448.2% | +1,148.2% | -700.1% | +97.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling