-69.3%
JBLU vs CVE
+327.8%
-397.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -2.7% |
| 7D | +1.1% | +0.2% | +0.9% | +1.1% |
| 30D | -25.5% | +17.5% | -43.0% | -27.5% |
| 3M | -5.0% | +16.2% | -21.3% | -7.8% |
| 6M | +0.7% | +47.8% | -47.1% | -9.0% |
| YTD | -0.7% | +98.5% | -99.1% | -17.3% |
| 1Y | -12.7% | +109.8% | -122.5% | -28.6% |
| 3Y | -12.7% | +75.5% | -88.2% | -28.9% |
| 5Y | -69.3% | +341.6% | -410.8% | -80.2% |
| All | -69.3% | +327.8% | -397.1% | -80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling