+279.2%
RTX vs JBLU
-72.4%
+351.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -1.5% | -5.0% | +3.4% | -0.6% |
| 30D | -11.0% | -23.9% | +12.9% | -6.2% |
| 3M | +7.7% | -11.6% | +19.3% | +9.1% |
| 6M | -3.9% | -0.2% | -3.7% | -6.2% |
| YTD | +9.0% | -3.3% | +12.3% | +5.7% |
| 1Y | +27.3% | -15.4% | +42.6% | +26.2% |
| 3Y | +172.9% | -14.7% | +187.6% | +128.3% |
| 5Y | +165.2% | -70.0% | +235.2% | +194.1% |
| All | +279.2% | -72.4% | +351.6% | +265.9% |
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 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