+65,302.9%
NFLX vs JBL
+1,604.9%
+63,698.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.9% | -5.8% |
| 7D | -4.2% | +3.0% | -7.3% | -5.1% |
| 30D | +5.5% | -8.3% | +13.7% | +7.6% |
| 3M | -4.1% | -16.9% | +12.8% | -0.4% |
| 6M | -20.7% | +21.8% | -42.4% | -27.9% |
| YTD | -16.5% | +36.3% | -52.8% | -27.3% |
| 1Y | -37.8% | +49.5% | -87.3% | -47.9% |
| 3Y | +77.9% | +170.6% | -92.7% | +17.0% |
| 5Y | +32.5% | +408.4% | -375.9% | -29.1% |
| 10Y | +703.6% | +1,450.4% | -746.8% | +183.5% |
| All | +65,302.9% | +1,604.9% | +63,698.0% | +13,095.1% |
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