+63.3%
LIN vs JBLU
-77.7%
+141.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.2% | -6.3% | -1.6% |
| 7D | +0.2% | +28.8% | -28.6% | -2.1% |
| 30D | +6.5% | -7.6% | +14.0% | +6.8% |
| 3M | +5.5% | -40.7% | +46.2% | +10.1% |
| 6M | +3.3% | -27.2% | +30.5% | +5.3% |
| YTD | +22.0% | -19.3% | +41.4% | +21.6% |
| 1Y | +25.7% | -13.6% | +39.4% | +24.2% |
| 3Y | +36.2% | -14.7% | +50.9% | +22.1% |
| All | +63.3% | -77.7% | +141.1% | +95.4% |
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