+10.7%
CARR vs JBLU
-70.3%
+80.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | -3.8% | -5.0% | +1.2% | -2.9% |
| 30D | -8.9% | -23.9% | +15.0% | -4.7% |
| 3M | -17.3% | -11.6% | -5.7% | -16.3% |
| 6M | -1.4% | -0.2% | -1.2% | -3.2% |
| YTD | +10.0% | -3.3% | +13.3% | +7.8% |
| 1Y | -6.4% | -15.4% | +9.0% | -6.5% |
| 3Y | +1.5% | -14.7% | +16.3% | -9.6% |
| All | +10.7% | -70.3% | +80.9% | +22.2% |
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