+358.4%
LIN vs JBLU
-73.0%
+431.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.6% |
| 7D | -3.5% | +1.1% | -4.6% | -3.6% |
| 30D | -4.1% | -25.5% | +21.4% | -0.6% |
| 3M | -6.4% | -5.0% | -1.3% | -6.4% |
| 6M | -2.4% | +0.7% | -3.1% | -4.1% |
| YTD | +10.9% | -0.7% | +11.6% | +8.3% |
| 1Y | 0.0% | -12.7% | +12.8% | -1.0% |
| 3Y | +25.8% | -12.7% | +38.6% | +13.9% |
| 5Y | +60.8% | -69.3% | +130.1% | +71.4% |
| 10Y | +358.4% | -73.0% | +431.4% | +346.5% |
| All | +358.4% | -73.0% | +431.3% | +346.5% |
Cumulative growth
Daily Returns
Daily percentage return beside JBLU.
Daily Out/Under-Performance
Portfolio return minus JBLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBLU 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 JBLU 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