+219.2%
CVX vs JBLU
-72.4%
+291.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | +2.6% | -5.0% | +7.6% | +3.4% |
| 30D | +9.8% | -23.9% | +33.7% | +14.3% |
| 3M | +16.2% | -11.6% | +27.8% | +16.9% |
| 6M | +13.6% | -0.2% | +13.8% | +9.5% |
| YTD | +44.4% | -3.3% | +47.7% | +38.4% |
| 1Y | +40.6% | -15.4% | +56.0% | +37.4% |
| 3Y | +48.2% | -14.7% | +62.9% | +25.9% |
| 5Y | +172.3% | -70.0% | +242.3% | +192.2% |
| All | +219.2% | -72.4% | +291.6% | +193.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling