+10.6%
XLK vs JBLU
-15.1%
+25.7%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.0% | -6.0% | -7.8% |
| 7D | -14.0% | +14.4% | -28.4% | -15.3% |
| 30D | -19.6% | -13.4% | -6.2% | -18.3% |
| 3M | -12.6% | -45.1% | +32.6% | -6.4% |
| 6M | -1.7% | -27.9% | +26.2% | +1.2% |
| YTD | +13.2% | -23.3% | +36.5% | +12.4% |
| 1Y | +10.6% | -18.6% | +29.3% | +8.3% |
| All | +10.6% | -15.1% | +25.7% | +8.3% |
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