+210.6%
UAL vs JBLU
+5.0%
+205.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.0% |
| 7D | +2.3% | +12.9% | -10.7% | -2.5% |
| 30D | +13.3% | +11.0% | +2.3% | +7.1% |
| 3M | -6.3% | -30.8% | +24.5% | +7.1% |
| 6M | +22.5% | -19.0% | +41.5% | +30.8% |
| YTD | +5.9% | -11.6% | +17.5% | +7.8% |
| 1Y | +24.7% | -7.4% | +32.0% | +24.7% |
| All | +210.6% | +5.0% | +205.6% | +181.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling