-15.4%
JBLU vs EQX
+17.2%
-32.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | -0.1% |
| 7D | -5.0% | -3.2% | -1.8% | -4.4% |
| 30D | -23.9% | +7.8% | -31.6% | -25.0% |
| 3M | -11.6% | +21.3% | -33.0% | -15.6% |
| 6M | -0.2% | -22.4% | +22.2% | +1.6% |
| YTD | -3.3% | -11.3% | +8.0% | -1.9% |
| 1Y | -15.4% | +13.5% | -28.9% | -15.5% |
| All | -15.4% | +17.2% | -32.6% | -15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling