-12.7%
JBLU vs EVRG
+15.1%
-27.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.9% | +11.1% | +11.9% |
| 7D | +24.9% | +2.3% | +22.6% | +24.8% |
| 30D | -12.3% | +9.0% | -21.3% | -12.8% |
| 3M | -44.5% | +3.7% | -48.1% | -44.4% |
| 6M | -25.7% | +6.8% | -32.5% | -26.0% |
| YTD | -21.8% | +21.9% | -43.7% | -21.4% |
| 1Y | -12.7% | +15.8% | -28.5% | -11.1% |
| All | -12.7% | +15.1% | -27.9% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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