+2,334.6%
LIN vs JBLU
-60.5%
+2,395.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -4.3% | -4.8% | +0.5% | -3.5% |
| 30D | -5.6% | -24.4% | +18.9% | -1.4% |
| 3M | -9.0% | -4.8% | -4.3% | -9.1% |
| 6M | -2.5% | -0.5% | -2.0% | -4.4% |
| YTD | +9.3% | -3.5% | +12.8% | +6.7% |
| 1Y | -1.0% | -13.6% | +12.6% | -2.1% |
| 3Y | +24.0% | -15.3% | +39.3% | +11.5% |
| 5Y | +59.1% | -70.1% | +129.2% | +68.5% |
| 10Y | +363.9% | -72.9% | +436.8% | +357.7% |
| All | +2,334.6% | -60.5% | +2,395.1% | +1,557.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling