+265.9%
IONQ vs JBLU
-68.4%
+334.3%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +1.1% |
| 7D | +0.8% | -3.5% | +4.4% | +2.2% |
| 30D | -1.0% | -27.2% | +26.2% | +11.7% |
| 3M | -39.8% | -4.3% | -35.5% | -40.2% |
| 6M | +6.4% | -8.3% | +14.8% | +6.3% |
| YTD | -11.9% | +1.8% | -13.7% | -16.9% |
| 1Y | -6.2% | -9.0% | +2.9% | -7.6% |
| 3Y | +125.7% | -21.9% | +147.6% | +88.2% |
| 5Y | +296.0% | -69.0% | +365.0% | +371.3% |
| All | +265.9% | -68.4% | +334.3% | +331.3% |
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