-18.6%
JBLU vs ZBRA
+23.0%
-41.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.3% | -0.9% |
| 7D | +14.4% | -14.8% | +29.2% | +20.7% |
| 30D | -13.4% | -16.6% | +3.2% | -7.8% |
| 3M | -45.1% | -12.8% | -32.3% | -42.5% |
| 6M | -27.9% | +40.8% | -68.7% | -36.5% |
| YTD | -23.3% | +32.5% | -55.8% | -35.0% |
| 1Y | -18.6% | +20.8% | -39.4% | -27.3% |
| All | -18.6% | +23.0% | -41.6% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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