+431.5%
LIN vs JBLU
-80.5%
+511.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.8% |
| 7D | +2.1% | +2.5% | -0.4% | +1.8% |
| 30D | +6.8% | +24.9% | -18.1% | +3.3% |
| 3M | +10.4% | -35.2% | +45.5% | +15.5% |
| 6M | +3.2% | -20.0% | +23.2% | +4.4% |
| YTD | +24.6% | -17.4% | +42.0% | +23.5% |
| 1Y | +24.4% | -13.0% | +37.4% | +22.3% |
| 3Y | +36.7% | -5.3% | +42.0% | +20.2% |
| 5Y | +67.0% | -75.2% | +142.2% | +82.2% |
| All | +431.5% | -80.5% | +511.9% | +456.4% |
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