-12.7%
JBLU vs DLTR
+45.2%
-58.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +9.6% | +2.3% | +7.4% |
| 7D | +24.9% | +15.6% | +9.3% | +17.4% |
| 30D | -12.3% | +29.9% | -42.2% | -22.3% |
| 3M | -44.5% | +12.5% | -56.9% | -47.4% |
| 6M | -25.7% | +56.3% | -82.0% | -40.3% |
| YTD | -21.8% | +19.5% | -41.3% | -28.1% |
| 1Y | -12.7% | +44.0% | -56.8% | -29.6% |
| All | -12.7% | +45.2% | -58.0% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1y: compounded portfolio wealth divided by compounded DLTR 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…
1y analysis · Full analysis span regression · 6 months rolling