+46.0%
XOM vs JBLU
-14.6%
+60.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.6% |
| 7D | +1.8% | -3.5% | +5.3% | +1.3% |
| 30D | +5.9% | -27.2% | +33.1% | +1.5% |
| 3M | +5.6% | -4.3% | +9.9% | +5.4% |
| 6M | +7.9% | -8.3% | +16.2% | +8.8% |
| YTD | +35.2% | +1.8% | +33.4% | +35.7% |
| 1Y | +46.0% | -9.0% | +55.0% | +48.3% |
| All | +46.0% | -14.6% | +60.6% | +48.3% |
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