+242.6%
QCOM vs JBLU
-80.5%
+323.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.3% | -1.3% | -2.4% |
| 7D | +4.3% | +2.5% | +1.8% | +3.7% |
| 30D | -0.1% | +24.9% | -25.0% | -5.0% |
| 3M | +5.2% | -35.2% | +40.4% | +13.7% |
| 6M | -18.4% | -20.0% | +1.6% | -16.1% |
| YTD | +2.4% | -17.4% | +19.8% | +2.4% |
| 1Y | +0.9% | -13.0% | +13.9% | -0.3% |
| 3Y | +48.4% | -5.3% | +53.7% | +28.4% |
| 5Y | +16.6% | -75.2% | +91.8% | +31.7% |
| All | +242.6% | -80.5% | +323.1% | +309.6% |
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