+76.9%
IONQ vs JBLU
-74.1%
+151.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.9% |
| 7D | +15.3% | +12.9% | +2.4% | +10.0% |
| 30D | -6.1% | +11.0% | -17.1% | -11.3% |
| 3M | -21.6% | -30.8% | +9.2% | -9.7% |
| 6M | -40.1% | -19.0% | -21.2% | -36.9% |
| YTD | -24.1% | -11.6% | -12.4% | -25.4% |
| 1Y | -37.4% | -7.4% | -30.0% | -39.7% |
| 3Y | +219.5% | +3.9% | +215.6% | +97.9% |
| 5Y | +76.9% | -73.9% | +150.8% | +159.2% |
| All | +76.9% | -74.1% | +151.0% | +159.2% |
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