-14.7%
JBLU vs FCUV
-99.2%
+84.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.0% | +0.2% |
| 7D | -5.0% | -66.5% | +61.5% | -4.6% |
| 30D | -23.9% | +5.0% | -28.8% | -24.1% |
| 3M | -11.6% | +63.8% | -75.4% | -13.4% |
| 6M | -0.2% | -67.8% | +67.6% | +0.4% |
| YTD | -3.3% | -82.4% | +79.1% | -0.9% |
| 1Y | -15.4% | -94.7% | +79.4% | -10.2% |
| 3Y | -14.7% | -99.3% | +84.5% | +3.3% |
| All | -14.7% | -99.2% | +84.5% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling