-14.9%
JBLU vs LCID
-93.0%
+78.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.7% |
| 7D | -4.8% | -9.1% | +4.4% | -3.0% |
| 30D | -24.4% | -37.6% | +13.2% | -17.2% |
| 3M | -4.8% | -11.1% | +6.3% | -4.7% |
| 6M | -0.5% | -59.2% | +58.7% | +14.8% |
| YTD | -3.5% | -60.5% | +56.9% | +11.1% |
| 1Y | -13.6% | -78.5% | +64.9% | +10.6% |
| All | -14.9% | -93.0% | +78.0% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling