+425.9%
CORZ vs JBLU
-15.8%
+441.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -2.8% |
| 7D | +7.6% | -5.6% | +13.2% | +8.9% |
| 30D | -6.9% | -22.3% | +15.4% | -2.1% |
| 3M | -33.0% | -11.0% | -22.0% | -31.4% |
| 6M | +19.3% | -3.1% | +22.4% | +18.8% |
| YTD | +24.2% | -3.7% | +28.0% | +22.1% |
| 1Y | +24.5% | -14.8% | +39.3% | +24.7% |
| All | +425.9% | -15.8% | +441.6% | +447.4% |
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