-12.7%
JBLU vs SOXQ
+45.5%
-58.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -3.1% | +15.1% | +13.3% |
| 7D | +24.9% | -12.1% | +37.0% | +31.9% |
| 30D | -12.3% | -22.0% | +9.7% | -2.5% |
| 3M | -44.5% | -15.6% | -28.9% | -40.2% |
| 6M | -25.7% | -2.4% | -23.3% | -30.8% |
| YTD | -21.8% | +45.4% | -67.1% | -43.8% |
| 1Y | -12.7% | +47.7% | -60.4% | -38.0% |
| All | -12.7% | +45.5% | -58.2% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling