+74.3%
CNQ vs JBLU
-12.3%
+86.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.5% |
| 7D | +0.6% | -5.8% | +6.4% | +0.6% |
| 30D | +5.8% | -22.8% | +28.7% | +5.7% |
| 3M | +13.3% | -13.0% | +26.3% | +12.9% |
| 6M | +6.9% | +5.8% | +1.1% | +5.3% |
| YTD | +53.0% | -4.2% | +57.1% | +51.0% |
| 1Y | +66.0% | -13.7% | +79.7% | +64.6% |
| 3Y | +74.3% | -15.0% | +89.3% | +59.2% |
| All | +74.3% | -12.3% | +86.5% | +59.2% |
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 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