+281.8%
QCOM vs JBL
+1,455.1%
-1,173.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +4.4% | +4.0% | +0.4% | +2.3% |
| 30D | +9.4% | -7.5% | +16.9% | +13.0% |
| 3M | -13.7% | -14.1% | +0.4% | -7.9% |
| 6M | +28.9% | +25.9% | +3.0% | +13.6% |
| YTD | +4.7% | +36.7% | -31.9% | -12.6% |
| 1Y | +13.5% | +49.0% | -35.5% | -10.5% |
| 3Y | +77.1% | +191.8% | -114.7% | -7.9% |
| 5Y | +38.9% | +409.8% | -370.9% | -47.3% |
| 10Y | +281.8% | +1,509.2% | -1,227.4% | -11.9% |
| All | +281.8% | +1,455.1% | -1,173.3% | -11.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling