+61.9%
LIN vs JBLU
-68.8%
+130.7%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.4% | -1.0% |
| 7D | -2.1% | -3.5% | +1.4% | -1.8% |
| 30D | -2.4% | -27.2% | +24.8% | +0.4% |
| 3M | -5.6% | -4.3% | -1.2% | -5.6% |
| 6M | -3.4% | -8.3% | +4.9% | -3.7% |
| YTD | +13.1% | +1.8% | +11.3% | +10.8% |
| 1Y | +2.5% | -9.0% | +11.5% | +1.3% |
| 3Y | +27.6% | -21.9% | +49.5% | +20.1% |
| All | +61.9% | -68.8% | +130.7% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling