+188.8%
SHEL vs JBLU
-70.3%
+259.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.6% | +0.8% |
| 7D | +4.1% | -5.0% | +9.1% | +4.3% |
| 30D | +8.4% | -23.9% | +32.3% | +9.6% |
| 3M | +13.7% | -11.6% | +25.4% | +13.8% |
| 6M | +12.7% | -0.2% | +12.9% | +11.2% |
| YTD | +35.3% | -3.3% | +38.6% | +33.1% |
| 1Y | +39.4% | -15.4% | +54.7% | +38.2% |
| 3Y | +71.5% | -14.7% | +86.2% | +61.4% |
| All | +188.8% | -70.3% | +259.0% | +201.2% |
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