-73.8%
JBLU vs LNT
+148.3%
-222.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -5.0% | -1.0% | -3.9% | -4.5% |
| 30D | -23.9% | -4.2% | -19.6% | -22.3% |
| 3M | -11.6% | -6.7% | -5.0% | -8.9% |
| 6M | -0.2% | -3.6% | +3.3% | +1.0% |
| YTD | -3.3% | +5.9% | -9.2% | -6.7% |
| 1Y | -15.4% | +7.3% | -22.6% | -18.9% |
| 3Y | -14.7% | +46.5% | -61.2% | -29.6% |
| 5Y | -70.0% | +32.5% | -102.5% | -74.5% |
| All | -73.8% | +148.3% | -222.1% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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