-12.7%
JBLU vs LUV
+57.3%
-70.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +6.8% | +5.1% | +5.6% |
| 7D | +24.9% | +6.8% | +18.1% | +18.2% |
| 30D | -12.3% | +10.9% | -23.2% | -20.0% |
| 3M | -44.5% | -4.2% | -40.2% | -42.1% |
| 6M | -25.7% | +22.1% | -47.8% | -36.4% |
| YTD | -21.8% | +13.8% | -35.6% | -24.3% |
| 1Y | -12.7% | +59.2% | -72.0% | -34.6% |
| All | -12.7% | +57.3% | -70.1% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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