+269.3%
C vs JBLU
-15.8%
+285.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.3% |
| 7D | +3.2% | +1.1% | +2.1% | +3.0% |
| 30D | +1.3% | -25.5% | +26.8% | +6.1% |
| 3M | +3.1% | -5.0% | +8.2% | +3.3% |
| 6M | +29.6% | +0.7% | +29.0% | +27.5% |
| YTD | +19.0% | -0.7% | +19.6% | +16.9% |
| 1Y | +45.6% | -12.7% | +58.4% | +45.4% |
| 3Y | +269.3% | -12.7% | +282.0% | +240.9% |
| All | +269.3% | -15.8% | +285.1% | +240.9% |
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 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