-18.6%
JBLU vs FCUV
-98.2%
+79.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -8.4% | +6.5% | -2.0% |
| 7D | +14.4% | -14.0% | +28.4% | +14.4% |
| 30D | -13.4% | -31.2% | +17.8% | -13.5% |
| 3M | -45.1% | -71.3% | +26.2% | -45.1% |
| 6M | -27.9% | -36.9% | +9.0% | -27.4% |
| YTD | -23.3% | -91.0% | +67.7% | -20.9% |
| 1Y | -18.6% | -98.2% | +79.6% | -11.5% |
| All | -18.6% | -98.2% | +79.5% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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