+5.1%
NXPI vs JBL
+44.8%
-39.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.8% | +4.2% | +2.6% |
| 7D | +0.7% | -1.0% | +1.7% | +1.1% |
| 30D | -4.2% | -15.1% | +10.9% | +2.4% |
| 3M | -20.4% | -14.0% | -6.4% | -15.7% |
| 6M | +12.5% | +20.6% | -8.1% | +8.0% |
| YTD | +5.2% | +32.9% | -27.7% | -2.0% |
| 1Y | +5.1% | +40.5% | -35.4% | -5.9% |
| All | +5.1% | +44.8% | -39.7% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling