+195.0%
VLO vs JBLU
-15.7%
+210.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +5.3% | -5.0% | +10.3% | +5.5% |
| 30D | +18.2% | -23.9% | +42.1% | +19.6% |
| 3M | +53.3% | -11.6% | +65.0% | +53.4% |
| 6M | +70.4% | -0.2% | +70.7% | +66.9% |
| YTD | +143.4% | -3.3% | +146.7% | +138.1% |
| 1Y | +153.0% | -15.4% | +168.4% | +150.4% |
| 3Y | +195.0% | -14.7% | +209.7% | +182.8% |
| All | +195.0% | -15.7% | +210.7% | +182.8% |
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