+404.9%
CORZ vs JBLU
-15.6%
+420.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | -3.0% | -4.8% | +1.8% | -2.0% |
| 30D | -12.1% | -24.4% | +12.3% | -7.0% |
| 3M | -32.4% | -4.8% | -27.6% | -31.7% |
| 6M | +12.4% | -0.5% | +12.8% | +11.3% |
| YTD | +19.3% | -3.5% | +22.8% | +17.2% |
| 1Y | +8.6% | -13.6% | +22.2% | +8.5% |
| All | +404.9% | -15.6% | +420.5% | +425.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling