+1.3%
AXP vs JBLU
-11.7%
+13.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.4% |
| 7D | +0.6% | +1.1% | -0.5% | +0.4% |
| 30D | -4.3% | -25.5% | +21.2% | -0.1% |
| 3M | +4.7% | -5.0% | +9.7% | +5.0% |
| 6M | +9.0% | +0.7% | +8.3% | +6.7% |
| YTD | -11.1% | -0.7% | -10.5% | -12.9% |
| 1Y | +1.3% | -12.7% | +14.0% | +0.9% |
| All | +1.3% | -11.7% | +13.0% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling