-67.0%
JBLU vs LUV
+151.0%
-218.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -1.0% |
| 7D | -5.0% | -1.0% | -4.0% | -4.2% |
| 30D | -23.9% | -12.4% | -11.5% | -14.3% |
| 3M | -11.6% | -11.0% | -0.7% | -1.4% |
| 6M | -0.2% | -5.0% | +4.8% | +6.4% |
| YTD | -3.3% | -3.8% | +0.5% | 0.0% |
| 1Y | -15.4% | +25.9% | -41.3% | -31.4% |
| 3Y | -14.7% | +42.2% | -57.0% | -38.4% |
| 5Y | -70.0% | -10.8% | -59.3% | -66.7% |
| 10Y | -72.9% | +19.0% | -91.8% | -76.7% |
| All | -67.0% | +151.0% | -218.0% | -88.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling