+91.4%
EXPE vs JBLU
-70.3%
+161.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.4% |
| 7D | -5.8% | -5.0% | -0.8% | -4.3% |
| 30D | -13.6% | -23.9% | +10.3% | -6.3% |
| 3M | +25.2% | -11.6% | +36.8% | +28.6% |
| 6M | +22.3% | -0.2% | +22.6% | +18.9% |
| YTD | -0.3% | -3.3% | +3.0% | -4.6% |
| 1Y | +27.8% | -15.4% | +43.2% | +26.9% |
| 3Y | +162.4% | -14.7% | +177.2% | +98.8% |
| All | +91.4% | -70.3% | +161.6% | +178.3% |
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