+49.3%
CCL vs JBLU
-15.7%
+65.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.2% |
| 7D | -3.2% | -5.0% | +1.7% | -1.8% |
| 30D | -17.8% | -23.9% | +6.1% | -11.2% |
| 3M | -18.7% | -11.6% | -7.0% | -16.2% |
| 6M | -11.4% | -0.2% | -11.2% | -11.9% |
| YTD | -24.3% | -3.3% | -21.0% | -24.5% |
| 1Y | -28.8% | -15.4% | -13.4% | -27.0% |
| 3Y | +49.3% | -14.7% | +64.1% | +33.1% |
| All | +49.3% | -15.7% | +65.0% | +33.1% |
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 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