+317.2%
VZ vs JBLU
-66.2%
+383.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +0.9% | -0.3% |
| 7D | +1.5% | +2.5% | -1.0% | +1.2% |
| 30D | +4.4% | +24.9% | -20.5% | +1.8% |
| 3M | -2.4% | -35.2% | +32.8% | +0.9% |
| 6M | +1.4% | -20.0% | +21.4% | +2.2% |
| YTD | +21.4% | -17.4% | +38.8% | +20.5% |
| 1Y | +20.3% | -13.0% | +33.2% | +18.7% |
| 3Y | +57.4% | -5.3% | +62.7% | +44.3% |
| 5Y | +21.9% | -75.2% | +97.1% | +27.1% |
| 10Y | +70.7% | -80.5% | +151.2% | +72.3% |
| All | +317.2% | -66.2% | +383.4% | +199.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling