+3,549.0%
LRCX vs JBLU
-72.4%
+3,621.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | 0.0% |
| 7D | -3.1% | -5.0% | +1.9% | -1.8% |
| 30D | -8.6% | -23.9% | +15.3% | -1.8% |
| 3M | -17.7% | -11.6% | -6.0% | -16.0% |
| 6M | +36.4% | -0.2% | +36.6% | +33.1% |
| YTD | +74.5% | -3.3% | +77.8% | +69.8% |
| 1Y | +159.4% | -15.4% | +174.8% | +160.1% |
| 3Y | +361.6% | -14.7% | +376.3% | +293.5% |
| 5Y | +425.2% | -70.0% | +495.3% | +507.5% |
| All | +3,549.0% | -72.4% | +3,621.4% | +3,900.6% |
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