+417.3%
LIN vs JBLU
-77.7%
+495.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +7.4% | -6.4% | +0.1% |
| 7D | +0.1% | +24.3% | -24.2% | -2.6% |
| 30D | +7.6% | +2.6% | +5.0% | +6.5% |
| 3M | +6.5% | -35.1% | +41.6% | +11.5% |
| 6M | +6.2% | -22.9% | +29.1% | +8.0% |
| YTD | +23.2% | -13.4% | +36.6% | +21.5% |
| 1Y | +25.4% | -10.9% | +36.3% | +23.0% |
| 3Y | +38.3% | -1.0% | +39.3% | +21.0% |
| 5Y | +64.4% | -75.2% | +139.7% | +79.8% |
| 10Y | +417.3% | -78.7% | +496.0% | +429.3% |
| All | +417.3% | -77.7% | +495.1% | +429.3% |
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