-73.8%
JBLU vs SU
+267.2%
-341.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | -5.0% | +2.2% | -7.2% | -5.8% |
| 30D | -23.9% | +8.4% | -32.3% | -26.6% |
| 3M | -11.6% | +12.1% | -23.7% | -17.0% |
| 6M | -0.2% | +19.7% | -19.9% | -11.2% |
| YTD | -3.3% | +58.4% | -61.7% | -24.7% |
| 1Y | -15.4% | +67.2% | -82.6% | -35.9% |
| 3Y | -14.7% | +125.0% | -139.8% | -45.2% |
| 5Y | -70.0% | +355.1% | -425.1% | -87.9% |
| All | -73.8% | +267.2% | -341.0% | -90.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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