+21.9%
CCL vs JBLU
-12.5%
+34.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +11.9% | -4.7% | +2.6% |
| 7D | +11.6% | +24.9% | -13.3% | +2.1% |
| 30D | +22.5% | -12.3% | +34.9% | +28.8% |
| 3M | +6.4% | -44.5% | +50.9% | +36.4% |
| 6M | +23.4% | -25.7% | +49.1% | +36.8% |
| YTD | +4.2% | -21.8% | +26.0% | +11.8% |
| 1Y | +21.9% | -12.7% | +34.6% | +20.1% |
| All | +21.9% | -12.5% | +34.4% | +20.1% |
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