+278.7%
IONQ vs JBLU
-70.1%
+348.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.1% | -2.7% | -4.5% |
| 7D | +1.3% | -5.6% | +6.9% | +3.8% |
| 30D | -10.3% | -22.3% | +12.0% | -0.5% |
| 3M | -32.7% | -11.0% | -21.7% | -31.0% |
| 6M | +6.3% | -3.1% | +9.4% | +3.7% |
| YTD | -15.0% | -3.7% | -11.3% | -18.5% |
| 1Y | -13.3% | -14.8% | +1.5% | -12.6% |
| 3Y | +97.2% | -15.4% | +112.7% | +47.2% |
| 5Y | +278.7% | -71.4% | +350.1% | +427.3% |
| All | +278.7% | -70.1% | +348.9% | +427.3% |
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