+130.0%
UAL vs JBLU
-70.1%
+200.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | +0.5% |
| 7D | -1.1% | -5.6% | +4.5% | +1.7% |
| 30D | -13.4% | -22.3% | +8.9% | -2.1% |
| 3M | -2.3% | -11.0% | +8.7% | +2.5% |
| 6M | +13.3% | -3.1% | +16.4% | +12.2% |
| YTD | -4.2% | -3.7% | -0.5% | -5.9% |
| 1Y | +1.4% | -14.8% | +16.2% | +5.0% |
| 3Y | +125.8% | -15.4% | +141.2% | +77.7% |
| 5Y | +130.0% | -71.4% | +201.3% | +336.0% |
| All | +130.0% | -70.1% | +200.1% | +336.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling