-73.8%
JBLU vs AVAV
+520.8%
-594.6%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.2% | -0.7% |
| 7D | -4.8% | -0.1% | -4.7% | -4.8% |
| 30D | -24.4% | -25.0% | +0.5% | -20.1% |
| 3M | -4.8% | -15.0% | +10.2% | -2.9% |
| 6M | -0.5% | -33.6% | +33.2% | +5.4% |
| YTD | -3.5% | -39.2% | +35.7% | +2.3% |
| 1Y | -13.6% | -40.5% | +26.9% | -9.2% |
| 3Y | -15.3% | +29.6% | -44.9% | -28.6% |
| 5Y | -70.1% | +56.7% | -126.8% | -77.1% |
| All | -73.8% | +520.8% | -594.6% | -85.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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