+280.0%
RTX vs JBL
+1,478.7%
-1,198.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.0% | +1.1% |
| 7D | -2.0% | -1.0% | -1.0% | -1.7% |
| 30D | -11.2% | -15.1% | +3.9% | -7.0% |
| 3M | +12.0% | -14.0% | +26.1% | +15.8% |
| 6M | -3.6% | +20.6% | -24.2% | -11.8% |
| YTD | +9.2% | +32.9% | -23.7% | -4.0% |
| 1Y | +29.7% | +40.5% | -10.8% | +10.8% |
| 3Y | +152.0% | +183.7% | -31.8% | +53.1% |
| 5Y | +165.8% | +388.3% | -222.6% | +19.9% |
| All | +280.0% | +1,478.7% | -1,198.6% | +3.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling