+55.3%
BE vs JBLU
-12.5%
+67.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +11.9% | -18.3% | -10.6% |
| 7D | -12.1% | +24.9% | -37.0% | -20.0% |
| 30D | -30.1% | -12.3% | -17.8% | -26.9% |
| 3M | -12.1% | -44.5% | +32.3% | +8.9% |
| 6M | -30.6% | -25.7% | -4.9% | -24.6% |
| YTD | +130.6% | -21.8% | +152.4% | +118.1% |
| 1Y | +55.3% | -12.7% | +68.0% | +23.9% |
| All | +55.3% | -12.5% | +67.8% | +23.9% |
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