+696.9%
AVGO vs JBLU
-70.3%
+767.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +1.1% | -5.0% | +6.1% | +2.0% |
| 30D | -13.0% | -23.9% | +10.9% | -9.1% |
| 3M | -6.0% | -11.6% | +5.7% | -4.6% |
| 6M | +6.4% | -0.2% | +6.6% | +4.5% |
| YTD | +5.0% | -3.3% | +8.3% | +2.5% |
| 1Y | +1.4% | -15.4% | +16.8% | +0.8% |
| 3Y | +336.8% | -14.7% | +351.5% | +282.0% |
| All | +696.9% | -70.3% | +767.2% | +820.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling