+32,355.3%
AVGO vs JBLU
-15.5%
+32,370.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +3.5% |
| 7D | -0.3% | +1.1% | -1.4% | -0.6% |
| 30D | -13.8% | -25.5% | +11.7% | -8.5% |
| 3M | -6.9% | -5.0% | -1.9% | -6.7% |
| 6M | +11.9% | +0.7% | +11.3% | +9.2% |
| YTD | +6.9% | -0.7% | +7.5% | +3.1% |
| 1Y | +7.4% | -12.7% | +20.2% | +5.8% |
| 3Y | +345.6% | -12.7% | +358.3% | +286.4% |
| 5Y | +718.9% | -69.3% | +788.2% | +792.7% |
| 10Y | +2,755.4% | -73.0% | +2,828.4% | +2,755.7% |
| All | +32,355.3% | -15.5% | +32,370.9% | +21,497.3% |
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 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