+301.0%
TWLO vs JBLU
-72.4%
+373.4%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.9% | -1.7% |
| 7D | -2.4% | -5.0% | +2.6% | -1.4% |
| 30D | -7.8% | -23.9% | +16.1% | -2.7% |
| 3M | +10.0% | -11.6% | +21.7% | +11.6% |
| 6M | +79.5% | -0.2% | +79.7% | +74.2% |
| YTD | +59.8% | -3.3% | +63.1% | +53.9% |
| 1Y | +121.7% | -15.4% | +137.1% | +118.7% |
| 3Y | +240.8% | -14.7% | +255.5% | +197.8% |
| 5Y | -33.6% | -70.0% | +36.4% | -28.0% |
| All | +301.0% | -72.4% | +373.4% | +418.1% |
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