-14.7%
JBLU vs LPLA
+46.5%
-61.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.9% | -1.6% | -0.6% |
| 7D | -5.0% | -1.5% | -3.4% | -4.3% |
| 30D | -23.9% | -6.0% | -17.9% | -21.8% |
| 3M | -11.6% | +24.0% | -35.7% | -19.9% |
| 6M | -0.2% | +17.0% | -17.2% | -8.2% |
| YTD | -3.3% | -0.7% | -2.6% | -4.0% |
| 1Y | -15.4% | +2.1% | -17.5% | -17.6% |
| 3Y | -14.7% | +48.7% | -63.4% | -21.2% |
| All | -14.7% | +46.5% | -61.3% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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