+60.2%
SCHD vs JBLU
-70.3%
+130.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | -2.0% | -5.0% | +3.0% | -1.5% |
| 30D | -0.4% | -23.9% | +23.5% | +2.2% |
| 3M | +5.7% | -11.6% | +17.4% | +6.5% |
| 6M | +11.9% | -0.2% | +12.1% | +10.4% |
| YTD | +26.4% | -3.3% | +29.7% | +24.5% |
| 1Y | +27.6% | -15.4% | +43.0% | +27.1% |
| 3Y | +54.9% | -14.7% | +69.7% | +43.0% |
| All | +60.2% | -70.3% | +130.4% | +69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling