-18.6%
JBLU vs CAVA
+17.1%
-35.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.0% |
| 7D | +14.4% | +1.4% | +13.1% | +14.2% |
| 30D | -13.4% | +14.0% | -27.4% | -16.4% |
| 3M | -45.1% | -9.3% | -35.8% | -44.1% |
| 6M | -27.9% | -33.6% | +5.7% | -20.8% |
| YTD | -23.3% | +2.2% | -25.5% | -25.1% |
| 1Y | -18.6% | +19.1% | -37.8% | -24.2% |
| All | -18.6% | +17.1% | -35.7% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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