+106.2%
UAL vs JBLU
-72.4%
+178.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | -1.4% | -5.0% | +3.6% | +1.9% |
| 30D | -12.2% | -23.9% | +11.6% | +4.4% |
| 3M | -2.5% | -11.6% | +9.2% | +3.5% |
| 6M | +21.1% | -0.2% | +21.3% | +15.5% |
| YTD | -1.8% | -3.3% | +1.5% | -6.4% |
| 1Y | +0.4% | -15.4% | +15.8% | +3.4% |
| 3Y | +130.3% | -14.7% | +145.0% | +56.2% |
| 5Y | +147.7% | -70.0% | +217.7% | +289.5% |
| All | +106.2% | -72.4% | +178.6% | +254.2% |
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 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