-73.8%
JBLU vs WEC
+146.6%
-220.3%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -5.0% | -0.6% | -4.4% | -4.8% |
| 30D | -23.9% | -2.6% | -21.3% | -23.3% |
| 3M | -11.6% | -6.0% | -5.6% | -10.2% |
| 6M | -0.2% | -5.4% | +5.2% | +1.0% |
| YTD | -3.3% | +2.5% | -5.8% | -4.4% |
| 1Y | -15.4% | -0.7% | -14.7% | -15.5% |
| 3Y | -14.7% | +38.7% | -53.5% | -23.1% |
| 5Y | -70.0% | +31.7% | -101.7% | -72.9% |
| All | -73.8% | +146.6% | -220.3% | -79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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