+335.4%
AVGO vs JBLU
-15.9%
+351.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +1.0% | -4.8% | +5.8% | +1.6% |
| 30D | -13.3% | -24.4% | +11.2% | -10.6% |
| 3M | -2.9% | -4.8% | +1.9% | -2.7% |
| 6M | +5.7% | -0.5% | +6.2% | +4.7% |
| YTD | +4.6% | -3.5% | +8.2% | +3.1% |
| 1Y | -1.6% | -13.6% | +11.9% | -2.2% |
| All | +335.4% | -15.9% | +351.3% | +320.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling