+89.6%
AXP vs JBLU
-77.7%
+167.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.2% | -6.4% | -2.2% |
| 7D | +0.6% | +28.8% | -28.2% | -4.4% |
| 30D | +5.8% | -7.6% | +13.4% | +6.5% |
| 3M | -6.0% | -40.7% | +34.7% | +3.1% |
| 6M | +0.3% | -27.2% | +27.5% | +4.5% |
| YTD | -12.3% | -19.3% | +7.1% | -12.2% |
| 1Y | -11.2% | -13.6% | +2.4% | -12.6% |
| 3Y | +117.0% | -14.7% | +131.7% | +81.6% |
| All | +89.6% | -77.7% | +167.3% | +161.2% |
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