+360.5%
BE vs JBLU
-14.6%
+375.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.4% | +6.9% | +7.2% |
| 7D | +20.0% | -3.5% | +23.5% | +21.4% |
| 30D | +7.9% | -27.2% | +35.1% | +19.9% |
| 3M | -13.2% | -4.3% | -8.9% | -13.2% |
| 6M | +53.5% | -8.3% | +61.8% | +50.6% |
| YTD | +191.0% | +1.8% | +189.3% | +170.8% |
| 1Y | +360.5% | -9.0% | +369.6% | +298.7% |
| All | +360.5% | -14.6% | +375.1% | +298.7% |
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