+109.3%
IONQ vs JBLU
-15.8%
+125.1%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +3.2% |
| 7D | +7.1% | +1.1% | +6.0% | +6.7% |
| 30D | -8.9% | -25.5% | +16.6% | 0.0% |
| 3M | -35.6% | -5.0% | -30.5% | -35.7% |
| 6M | +13.3% | +0.7% | +12.6% | +10.2% |
| YTD | -9.8% | -0.7% | -9.1% | -12.9% |
| 1Y | -1.3% | -12.7% | +11.4% | -1.0% |
| 3Y | +109.3% | -12.7% | +122.0% | +87.1% |
| All | +109.3% | -15.8% | +125.1% | +87.1% |
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