+153.0%
VLO vs JBLU
-14.6%
+167.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +5.3% | -5.0% | +10.3% | +4.7% |
| 30D | +18.2% | -23.9% | +42.1% | +14.5% |
| 3M | +53.3% | -11.6% | +65.0% | +51.9% |
| 6M | +70.4% | -0.2% | +70.7% | +68.9% |
| YTD | +143.4% | -3.3% | +146.7% | +140.0% |
| 1Y | +153.0% | -15.4% | +168.4% | +154.7% |
| All | +153.0% | -14.6% | +167.6% | +154.7% |
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