-5.3%
JBLU vs OVV
+58.8%
-64.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.3% |
| 7D | +2.5% | +8.0% | -5.6% | +2.1% |
| 30D | +24.9% | -2.0% | +27.0% | +24.5% |
| 3M | -35.2% | +5.4% | -40.6% | -36.0% |
| 6M | -20.0% | +14.3% | -34.3% | -22.7% |
| YTD | -17.4% | +69.4% | -86.8% | -32.0% |
| 1Y | -13.0% | +72.4% | -85.3% | -29.1% |
| 3Y | -5.3% | +58.4% | -63.7% | -19.5% |
| All | -5.3% | +58.8% | -64.1% | -19.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling