+419.8%
TXN vs JBLU
-72.4%
+492.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.2% | +3.6% | +3.8% |
| 7D | +4.0% | -5.0% | +8.9% | +4.9% |
| 30D | -2.9% | -23.9% | +21.0% | +1.9% |
| 3M | -9.1% | -11.6% | +2.6% | -7.7% |
| 6M | +36.6% | -0.2% | +36.9% | +34.3% |
| YTD | +57.5% | -3.3% | +60.8% | +54.7% |
| 1Y | +49.5% | -15.4% | +64.9% | +50.0% |
| 3Y | +76.5% | -14.7% | +91.3% | +61.1% |
| 5Y | +62.4% | -70.0% | +132.4% | +74.8% |
| All | +419.8% | -72.4% | +492.2% | +479.4% |
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