+84,042.8%
AAPL vs JBLU
-60.6%
+84,103.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.3% |
| 7D | -3.0% | -5.6% | +2.6% | -2.0% |
| 30D | +2.3% | -22.3% | +24.6% | +6.6% |
| 3M | +8.6% | -11.0% | +19.6% | +9.9% |
| 6M | +21.6% | -3.1% | +24.7% | +19.7% |
| YTD | +16.3% | -3.7% | +20.0% | +13.7% |
| 1Y | +35.1% | -14.8% | +49.8% | +34.2% |
| 3Y | +79.4% | -15.4% | +94.8% | +61.6% |
| 5Y | +109.8% | -71.4% | +181.2% | +126.2% |
| 10Y | +1,237.1% | -73.0% | +1,310.1% | +1,221.6% |
| All | +84,042.8% | -60.6% | +84,103.4% | +58,912.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 all: compounded portfolio wealth divided by compounded JBLU 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…
all analysis · Full analysis span regression · 6 months rolling