-12.7%
JBLU vs SYY
+8.0%
-20.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +3.8% | +8.1% | +11.2% |
| 7D | +24.9% | -6.3% | +31.3% | +25.8% |
| 30D | -12.3% | +0.7% | -13.0% | -13.4% |
| 3M | -44.5% | -7.1% | -37.4% | -43.9% |
| 6M | -25.7% | +6.8% | -32.5% | -27.7% |
| YTD | -21.8% | +6.7% | -28.4% | -20.6% |
| 1Y | -12.7% | +7.5% | -20.3% | -11.9% |
| All | -12.7% | +8.0% | -20.7% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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