+361.6%
LRCX vs JBLU
-15.7%
+377.3%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.2% | 0.0% |
| 7D | -3.1% | -5.0% | +1.9% | -2.2% |
| 30D | -8.6% | -23.9% | +15.3% | -4.0% |
| 3M | -17.7% | -11.6% | -6.0% | -16.5% |
| 6M | +36.4% | -0.2% | +36.6% | +34.5% |
| YTD | +74.5% | -3.3% | +77.8% | +72.0% |
| 1Y | +159.4% | -15.4% | +174.8% | +160.2% |
| 3Y | +361.6% | -14.7% | +376.3% | +341.4% |
| All | +361.6% | -15.7% | +377.3% | +341.4% |
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 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