+755.6%
GOOGL vs JBLU
-72.4%
+828.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.5% | +1.7% |
| 7D | 0.0% | -5.0% | +5.0% | +0.7% |
| 30D | -1.4% | -23.9% | +22.5% | +2.3% |
| 3M | -5.3% | -11.6% | +6.3% | -4.2% |
| 6M | +9.8% | -0.2% | +10.0% | +8.3% |
| YTD | +8.4% | -3.3% | +11.7% | +6.5% |
| 1Y | +41.2% | -15.4% | +56.6% | +40.9% |
| 3Y | +149.6% | -14.7% | +164.3% | +127.2% |
| 5Y | +142.6% | -70.0% | +212.6% | +157.5% |
| All | +755.6% | -72.4% | +828.0% | +773.0% |
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