-65.2%
JBLU vs LCID
-95.9%
+30.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.7% | +0.1% |
| 7D | -5.0% | -9.8% | +4.9% | -3.5% |
| 30D | -23.9% | -35.5% | +11.6% | -18.8% |
| 3M | -11.6% | -18.4% | +6.7% | -10.4% |
| 6M | -0.2% | -60.5% | +60.3% | +11.5% |
| YTD | -3.3% | -60.1% | +56.8% | +7.3% |
| 1Y | -15.4% | -78.8% | +63.4% | +2.0% |
| 3Y | -14.7% | -92.8% | +78.0% | +11.1% |
| 5Y | -70.0% | -97.9% | +27.9% | -57.3% |
| All | -65.2% | -95.9% | +30.7% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 10y: compounded portfolio wealth divided by compounded LCID 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…
10y analysis · Full analysis span regression · 6 months rolling