-67.0%
JBLU vs EVRG
+1,281.0%
-1,348.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | -5.0% | +0.1% | -5.1% | -5.0% |
| 30D | -23.9% | -1.2% | -22.7% | -23.5% |
| 3M | -11.6% | -0.6% | -11.0% | -11.7% |
| 6M | -0.2% | +2.4% | -2.7% | -2.1% |
| YTD | -3.3% | +15.5% | -18.7% | -11.6% |
| 1Y | -15.4% | +16.8% | -32.2% | -23.3% |
| 3Y | -14.7% | +75.0% | -89.7% | -39.4% |
| 5Y | -70.0% | +49.3% | -119.4% | -77.1% |
| 10Y | -72.9% | +113.5% | -186.3% | -84.6% |
| All | -67.0% | +1,281.0% | -1,348.0% | -94.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling