-71.4%
OPEN vs JBLU
-12.5%
-58.9%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +11.9% | +1.8% | +9.3% |
| 7D | +3.7% | +24.9% | -21.2% | -4.5% |
| 30D | -14.3% | -12.3% | -2.0% | -9.9% |
| 3M | -51.9% | -44.5% | -7.5% | -40.1% |
| 6M | -61.4% | -25.7% | -35.7% | -56.8% |
| YTD | -66.0% | -21.8% | -44.3% | -65.6% |
| 1Y | -71.4% | -12.7% | -58.6% | -74.4% |
| All | -71.4% | -12.5% | -58.9% | -74.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling