+681.4%
NFLX vs JBL
+1,558.3%
-876.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.0% | -3.2% | +0.4% |
| 7D | -1.1% | +2.4% | -3.5% | -1.8% |
| 30D | +4.3% | -13.1% | +17.4% | +8.0% |
| 3M | -4.8% | -15.6% | +10.8% | -1.5% |
| 6M | -18.4% | +24.6% | -43.0% | -26.6% |
| YTD | -17.4% | +39.6% | -57.1% | -29.0% |
| 1Y | -35.7% | +48.6% | -84.3% | -46.5% |
| 3Y | +73.8% | +197.3% | -123.5% | +6.2% |
| 5Y | +29.3% | +413.0% | -383.7% | -36.9% |
| All | +681.4% | +1,558.3% | -876.9% | +159.5% |
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 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