+167.4%
IONQ vs JBLU
-74.3%
+241.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -1.3% | -5.1% | -5.9% |
| 7D | -11.5% | +2.5% | -13.9% | -12.1% |
| 30D | -8.1% | +24.9% | -33.0% | -16.7% |
| 3M | -35.8% | -35.2% | -0.6% | -24.7% |
| 6M | -47.7% | -20.0% | -27.7% | -44.6% |
| YTD | -35.6% | -17.4% | -18.3% | -34.6% |
| 1Y | -36.4% | -13.0% | -23.4% | -36.7% |
| 3Y | +150.0% | -5.3% | +155.3% | +80.8% |
| 5Y | +43.3% | -75.2% | +118.5% | +82.8% |
| All | +167.4% | -74.3% | +241.7% | +239.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling