+60.4%
HCA vs JBLU
-15.7%
+76.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.1% | +1.4% |
| 7D | +5.4% | -5.0% | +10.4% | +5.6% |
| 30D | +3.0% | -23.9% | +26.9% | +3.7% |
| 3M | +13.0% | -11.6% | +24.7% | +13.4% |
| 6M | -20.3% | -0.2% | -20.0% | -20.1% |
| YTD | -8.2% | -3.3% | -4.9% | -8.3% |
| 1Y | +6.7% | -15.4% | +22.1% | +6.8% |
| 3Y | +60.4% | -14.7% | +75.1% | +53.1% |
| All | +60.4% | -15.7% | +76.1% | +53.1% |
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