-72.8%
JBLU vs EQX
+232.0%
-304.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | -5.0% | -3.2% | -1.8% | -4.6% |
| 30D | -23.9% | +7.8% | -31.6% | -24.8% |
| 3M | -11.6% | +21.3% | -33.0% | -14.6% |
| 6M | -0.2% | -22.4% | +22.2% | +2.5% |
| YTD | -3.3% | -11.3% | +8.0% | -3.2% |
| 1Y | -15.4% | +13.5% | -28.9% | -18.4% |
| 3Y | -14.7% | +162.1% | -176.9% | -29.4% |
| 5Y | -70.0% | +84.2% | -154.2% | -75.2% |
| All | -72.8% | +232.0% | -304.9% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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