+52.4%
XOP vs JBLU
-14.6%
+67.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | +0.2% |
| 7D | +2.6% | -5.0% | +7.6% | +1.9% |
| 30D | +9.6% | -23.9% | +33.5% | +5.4% |
| 3M | +20.4% | -11.6% | +32.0% | +18.7% |
| 6M | +19.9% | -0.2% | +20.1% | +19.0% |
| YTD | +56.4% | -3.3% | +59.7% | +53.9% |
| 1Y | +52.4% | -15.4% | +67.8% | +54.0% |
| All | +52.4% | -14.6% | +67.0% | +54.0% |
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