-73.8%
JBLU vs OVV
+56.5%
-130.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | -5.0% | -1.7% | -3.3% | -4.6% |
| 30D | -23.9% | +0.8% | -24.7% | -24.1% |
| 3M | -11.6% | +13.3% | -24.9% | -15.1% |
| 6M | -0.2% | +16.9% | -17.1% | -6.3% |
| YTD | -3.3% | +64.3% | -67.6% | -17.0% |
| 1Y | -15.4% | +54.2% | -69.6% | -26.5% |
| 3Y | -14.7% | +51.3% | -66.1% | -27.2% |
| 5Y | -70.0% | +154.3% | -224.3% | -78.8% |
| All | -73.8% | +56.5% | -130.3% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling