-71.6%
OPEN vs JBLU
-61.4%
-10.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.2% | -1.6% |
| 7D | +1.0% | +1.1% | -0.1% | +0.5% |
| 30D | -11.9% | -25.5% | +13.6% | -0.7% |
| 3M | -28.8% | -5.0% | -23.7% | -27.8% |
| 6M | -38.6% | +0.7% | -39.3% | -40.8% |
| YTD | -47.3% | -0.7% | -46.7% | -49.6% |
| 1Y | -49.2% | -12.7% | -36.4% | -48.7% |
| 3Y | -18.8% | -12.7% | -6.0% | -38.7% |
| 5Y | -83.6% | -69.3% | -14.3% | -80.0% |
| All | -71.6% | -61.4% | -10.2% | -63.9% |
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