+36.2%
LIN vs JBLU
-17.5%
+53.8%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.2% | -6.3% | -1.4% |
| 7D | +0.2% | +28.8% | -28.6% | -1.0% |
| 30D | +6.5% | -7.6% | +14.0% | +6.7% |
| 3M | +5.5% | -40.7% | +46.2% | +8.1% |
| 6M | +3.3% | -27.2% | +30.5% | +4.5% |
| YTD | +22.0% | -19.3% | +41.4% | +21.9% |
| 1Y | +25.7% | -13.6% | +39.4% | +25.0% |
| 3Y | +36.2% | -14.7% | +50.9% | +36.3% |
| All | +36.2% | -17.5% | +53.8% | +36.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling