+210.0%
NXPI vs JBL
+1,478.7%
-1,268.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.8% | +4.2% | +3.1% |
| 7D | +0.7% | -1.0% | +1.7% | +1.2% |
| 30D | -4.2% | -15.1% | +10.9% | +5.3% |
| 3M | -20.4% | -14.0% | -6.4% | -13.7% |
| 6M | +12.5% | +20.6% | -8.1% | -2.1% |
| YTD | +5.2% | +32.9% | -27.7% | -15.1% |
| 1Y | +5.1% | +40.5% | -35.4% | -19.5% |
| 3Y | +17.7% | +183.7% | -166.1% | -48.3% |
| 5Y | +16.8% | +388.3% | -371.5% | -65.5% |
| All | +210.0% | +1,478.7% | -1,268.6% | -48.0% |
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