+32.6%
UNP vs JBLU
-14.6%
+47.2%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.3% | +0.1% |
| 7D | -5.3% | -3.5% | -1.8% | -5.1% |
| 30D | -1.5% | -27.2% | +25.7% | +0.4% |
| 3M | +10.3% | -4.3% | +14.6% | +9.8% |
| 6M | +9.7% | -8.3% | +18.0% | +9.0% |
| YTD | +27.1% | +1.8% | +25.3% | +24.7% |
| 1Y | +32.6% | -9.0% | +41.6% | +31.3% |
| All | +32.6% | -14.6% | +47.2% | +31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling