-70.7%
JBLU vs LCID
-97.9%
+27.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.7% | 0.0% |
| 7D | -5.0% | -9.8% | +4.9% | -3.1% |
| 30D | -23.9% | -35.5% | +11.6% | -17.5% |
| 3M | -11.6% | -18.4% | +6.7% | -10.2% |
| 6M | -0.2% | -60.5% | +60.3% | +14.9% |
| YTD | -3.3% | -60.1% | +56.8% | +10.3% |
| 1Y | -15.4% | -78.8% | +63.4% | +7.5% |
| 3Y | -14.7% | -92.8% | +78.0% | +20.9% |
| All | -70.7% | -97.9% | +27.2% | -48.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling