+272.2%
QCOM vs JBLU
-72.5%
+344.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +4.9% | -4.8% | +9.7% | +5.9% |
| 30D | +9.3% | -24.4% | +33.8% | +15.3% |
| 3M | -7.0% | -4.8% | -2.2% | -6.9% |
| 6M | +32.0% | -0.5% | +32.5% | +29.4% |
| YTD | +5.0% | -3.5% | +8.5% | +2.6% |
| 1Y | +13.6% | -13.6% | +27.2% | +13.1% |
| 3Y | +77.6% | -15.3% | +92.8% | +59.0% |
| 5Y | +38.2% | -70.1% | +108.3% | +51.1% |
| All | +272.2% | -72.5% | +344.6% | +353.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling