+78.9%
UBER vs JBLU
-70.3%
+149.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | -5.4% | -5.0% | -0.4% | -4.3% |
| 30D | -4.9% | -23.9% | +19.0% | +1.1% |
| 3M | +3.0% | -11.6% | +14.7% | +4.9% |
| 6M | -4.4% | -0.2% | -4.2% | -7.2% |
| YTD | -12.3% | -3.3% | -9.0% | -15.5% |
| 1Y | -24.3% | -15.4% | -8.9% | -25.0% |
| 3Y | +46.4% | -14.7% | +61.2% | +14.3% |
| All | +78.9% | -70.3% | +149.1% | +149.1% |
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