+184.8%
MPC vs JBLU
+2.3%
+182.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.1% |
| 7D | -8.8% | +25.8% | -34.6% | -9.3% |
| 30D | -14.4% | +4.2% | -18.6% | -13.9% |
| 3M | +21.9% | -29.1% | +51.0% | +24.8% |
| 6M | +60.1% | -21.7% | +81.9% | +62.0% |
| YTD | +142.3% | -12.1% | +154.4% | +139.8% |
| 1Y | +101.7% | -9.3% | +111.0% | +98.7% |
| 3Y | +184.8% | +3.4% | +181.4% | +176.4% |
| All | +184.8% | +2.3% | +182.5% | +176.4% |
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