-66.6%
CHTR vs JBLU
-15.7%
-50.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.7% |
| 7D | -4.1% | -5.0% | +0.9% | -3.5% |
| 30D | -3.0% | -23.9% | +20.9% | +0.1% |
| 3M | +4.8% | -11.6% | +16.4% | +5.8% |
| 6M | -35.0% | -0.2% | -34.8% | -35.9% |
| YTD | -30.2% | -3.3% | -26.9% | -31.1% |
| 1Y | -44.8% | -15.4% | -29.4% | -44.8% |
| 3Y | -66.6% | -14.7% | -51.8% | -69.3% |
| All | -66.6% | -15.7% | -50.8% | -69.3% |
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