-13.3%
TSLA vs JBL
+20.8%
-34.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.8% | +1.5% | -1.8% |
| 7D | -4.7% | -11.1% | +6.4% | -1.0% |
| 30D | +1.7% | -14.1% | +15.8% | +6.6% |
| 3M | +17.7% | -23.9% | +41.6% | +27.2% |
| 6M | -1.9% | -24.1% | +22.2% | +6.4% |
| YTD | -14.3% | +13.5% | -27.8% | -15.5% |
| 1Y | -13.3% | +23.7% | -37.0% | -20.0% |
| All | -13.3% | +20.8% | -34.1% | -20.0% |
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 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