+103.2%
INTC vs JBLU
-70.3%
+173.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +7.5% | -5.0% | +12.4% | +8.7% |
| 30D | +2.0% | -23.9% | +25.8% | +8.8% |
| 3M | -12.0% | -11.6% | -0.3% | -10.1% |
| 6M | +114.5% | -0.2% | +114.8% | +110.2% |
| YTD | +179.0% | -3.3% | +182.3% | +173.4% |
| 1Y | +318.3% | -15.4% | +333.7% | +319.9% |
| 3Y | +171.2% | -14.7% | +185.9% | +142.7% |
| All | +103.2% | -70.3% | +173.5% | +136.1% |
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 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