+31.1%
BABA vs JBLU
+5.0%
+26.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.2% |
| 7D | -3.6% | +12.9% | -16.5% | -4.7% |
| 30D | -8.4% | +11.0% | -19.4% | -9.7% |
| 3M | -20.6% | -30.8% | +10.2% | -18.3% |
| 6M | -25.4% | -19.0% | -6.4% | -24.9% |
| YTD | -30.1% | -11.6% | -18.5% | -30.9% |
| 1Y | -36.3% | -7.4% | -28.9% | -37.4% |
| All | +31.1% | +5.0% | +26.2% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling