+403.0%
AXP vs JBLU
-80.2%
+483.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.2% | +3.7% | -0.1% |
| 7D | -2.1% | +9.2% | -11.3% | -4.7% |
| 30D | +2.7% | +13.7% | -11.1% | -2.7% |
| 3M | -7.3% | -34.1% | +26.8% | +2.6% |
| 6M | +1.8% | -19.5% | +21.2% | +4.3% |
| YTD | -13.1% | -16.3% | +3.2% | -14.7% |
| 1Y | -13.7% | -13.4% | -0.3% | -16.4% |
| 3Y | +113.1% | -1.6% | +114.7% | +57.6% |
| 5Y | +85.9% | -74.9% | +160.8% | +128.4% |
| All | +403.0% | -80.2% | +483.2% | +450.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling