+41.6%
TXN vs JBLU
-14.6%
+56.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.7% |
| 7D | -0.1% | -3.5% | +3.5% | +0.7% |
| 30D | -6.9% | -27.2% | +20.3% | -0.3% |
| 3M | -14.9% | -4.3% | -10.6% | -15.2% |
| 6M | +29.0% | -8.3% | +37.3% | +28.0% |
| YTD | +51.5% | +1.8% | +49.7% | +41.6% |
| 1Y | +41.6% | -9.0% | +50.6% | +34.7% |
| All | +41.6% | -14.6% | +56.1% | +34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling