+48.1%
TSLA vs JBL
+390.6%
-342.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | +0.4% |
| 7D | -3.4% | -1.0% | -2.4% | -2.9% |
| 30D | +9.2% | -15.1% | +24.3% | +18.9% |
| 3M | -4.7% | -14.0% | +9.3% | +2.3% |
| 6M | -8.9% | +20.6% | -29.6% | -20.5% |
| YTD | -19.2% | +32.9% | -52.1% | -34.3% |
| 1Y | +4.5% | +40.5% | -36.0% | -19.3% |
| 3Y | +46.3% | +183.7% | -137.4% | -33.7% |
| 5Y | +48.1% | +388.3% | -340.2% | -58.5% |
| All | +48.1% | +390.6% | -342.5% | -58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling