+106.3%
DAL vs JBLU
-69.9%
+176.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -0.5% |
| 7D | +3.4% | +1.1% | +2.3% | +2.9% |
| 30D | -13.6% | -25.5% | +12.0% | -2.8% |
| 3M | +1.2% | -5.0% | +6.3% | +2.3% |
| 6M | +34.5% | +0.7% | +33.8% | +30.6% |
| YTD | +14.7% | -0.7% | +15.3% | +10.8% |
| 1Y | +29.2% | -12.7% | +42.0% | +30.8% |
| 3Y | +100.0% | -12.7% | +112.7% | +55.3% |
| 5Y | +106.3% | -69.3% | +175.6% | +227.7% |
| All | +106.3% | -69.9% | +176.2% | +227.7% |
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