+16.1%
NXPI vs JBL
+190.1%
-174.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -2.0% |
| 7D | +0.7% | +4.4% | -3.7% | -1.4% |
| 30D | -6.6% | -8.4% | +1.8% | -3.2% |
| 3M | -25.4% | -14.2% | -11.2% | -20.5% |
| 6M | +11.9% | +29.6% | -17.7% | -0.9% |
| YTD | +4.0% | +37.1% | -33.1% | -11.0% |
| 1Y | +1.0% | +49.5% | -48.4% | -18.0% |
| All | +16.1% | +190.1% | -174.0% | -31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling