+135.0%
DAL vs JBLU
-73.6%
+208.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +1.4% |
| 7D | +0.8% | -5.6% | +6.4% | +3.9% |
| 30D | -11.7% | -22.3% | +10.6% | +0.6% |
| 3M | -2.7% | -11.0% | +8.2% | +1.5% |
| 6M | +30.7% | -3.1% | +33.8% | +27.1% |
| YTD | +14.4% | -3.7% | +18.1% | +9.6% |
| 1Y | +31.2% | -14.8% | +46.0% | +33.0% |
| 3Y | +99.4% | -15.4% | +114.9% | +42.3% |
| 5Y | +98.6% | -71.4% | +169.9% | +190.2% |
| 10Y | +135.0% | -73.0% | +208.0% | +229.2% |
| All | +135.0% | -73.6% | +208.6% | +229.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling