-73.0%
JBLU vs CVE
+167.0%
-240.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.3% |
| 7D | -5.6% | +2.0% | -7.6% | -6.1% |
| 30D | -22.3% | +13.2% | -35.5% | -25.0% |
| 3M | -11.0% | +21.7% | -32.7% | -16.5% |
| 6M | -3.1% | +48.4% | -51.5% | -15.6% |
| YTD | -3.7% | +100.1% | -103.8% | -23.6% |
| 1Y | -14.8% | +107.8% | -122.6% | -33.3% |
| 3Y | -15.4% | +76.9% | -92.3% | -32.5% |
| 5Y | -71.4% | +346.2% | -417.6% | -83.5% |
| 10Y | -73.0% | +173.5% | -246.5% | -87.9% |
| All | -73.0% | +167.0% | -240.0% | -87.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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