-14.7%
JBLU vs SPXU
-79.9%
+65.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | -1.2% |
| 7D | -5.0% | +2.5% | -7.4% | -3.6% |
| 30D | -23.9% | +4.2% | -28.1% | -21.8% |
| 3M | -11.6% | -9.3% | -2.4% | -14.9% |
| 6M | -0.2% | -30.7% | +30.5% | -14.7% |
| YTD | -3.3% | -28.1% | +24.8% | -14.9% |
| 1Y | -15.4% | -35.2% | +19.9% | -28.7% |
| 3Y | -14.7% | -79.9% | +65.2% | -52.6% |
| All | -14.7% | -79.9% | +65.2% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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