+74.8%
QCOM vs JBLU
-15.8%
+90.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.4% | +5.5% | +3.5% |
| 7D | +5.1% | +1.1% | +3.9% | +4.9% |
| 30D | +4.3% | -25.5% | +29.8% | +8.9% |
| 3M | -19.6% | -5.0% | -14.6% | -19.5% |
| 6M | +29.5% | +0.7% | +28.8% | +27.5% |
| YTD | +3.4% | -0.7% | +4.0% | +1.3% |
| 1Y | +10.9% | -12.7% | +23.6% | +10.4% |
| 3Y | +74.8% | -12.7% | +87.5% | +61.3% |
| All | +74.8% | -15.8% | +90.6% | +61.3% |
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