+100.0%
DAL vs JBLU
-15.8%
+115.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -0.8% |
| 7D | +3.4% | +1.1% | +2.3% | +3.0% |
| 30D | -13.6% | -25.5% | +12.0% | -5.2% |
| 3M | +1.2% | -5.0% | +6.3% | +2.3% |
| 6M | +34.5% | +0.7% | +33.8% | +32.2% |
| YTD | +14.7% | -0.7% | +15.3% | +12.7% |
| 1Y | +29.2% | -12.7% | +42.0% | +31.2% |
| 3Y | +100.0% | -12.7% | +112.7% | +79.8% |
| All | +100.0% | -15.8% | +115.8% | +79.8% |
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