-71.4%
JBLU vs AVAV
+33.5%
-104.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.4% | +2.3% | -2.1% |
| 7D | -5.6% | -3.2% | -2.4% | -5.1% |
| 30D | -22.3% | -25.6% | +3.2% | -18.2% |
| 3M | -11.0% | -20.2% | +9.3% | -8.2% |
| 6M | -3.1% | -38.1% | +35.0% | +3.4% |
| YTD | -3.7% | -41.8% | +38.1% | +2.4% |
| 1Y | -14.8% | -39.0% | +24.3% | -11.5% |
| 3Y | -15.4% | +24.1% | -39.5% | -27.8% |
| 5Y | -71.4% | +53.0% | -124.4% | -77.1% |
| All | -71.4% | +33.5% | -104.9% | -77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling