+117.0%
AXP vs JBLU
-68.8%
+185.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -2.1% | -3.5% | +1.4% | -1.4% |
| 30D | -6.5% | -27.2% | +20.7% | -0.5% |
| 3M | +4.6% | -4.3% | +9.0% | +4.6% |
| 6M | +5.4% | -8.3% | +13.7% | +4.8% |
| YTD | -11.1% | +1.8% | -12.9% | -14.2% |
| 1Y | -0.3% | -9.0% | +8.7% | -1.9% |
| 3Y | +111.6% | -21.9% | +133.5% | +90.3% |
| All | +117.0% | -68.8% | +185.8% | +166.9% |
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 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