+13,307.0%
LRCX vs JBLU
-60.5%
+13,367.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.2% | -5.9% | -5.7% |
| 7D | +1.8% | -4.8% | +6.6% | +3.2% |
| 30D | -4.3% | -24.4% | +20.1% | +3.3% |
| 3M | -7.3% | -4.8% | -2.6% | -7.2% |
| 6M | +38.6% | -0.5% | +39.0% | +35.2% |
| YTD | +74.4% | -3.5% | +77.9% | +69.6% |
| 1Y | +179.1% | -13.6% | +192.7% | +178.4% |
| 3Y | +357.7% | -15.3% | +372.9% | +294.5% |
| 5Y | +424.9% | -70.1% | +495.0% | +502.3% |
| 10Y | +3,642.4% | -72.9% | +3,715.3% | +3,804.1% |
| All | +13,307.0% | -60.5% | +13,367.5% | +8,147.0% |
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