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  • OWL vs JBLU✓SelectedUSD · JBLUOWL vs JBLU performance historyLatest closeAs of-0.76%09/04
Stock and ETF performance explorer

OWL vs JBLU

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-29.7%
JBLU return
-14.6%
Excess return
-15.1%
Maximum drawdown
-55.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioJBLUExcessAlpha
1D-0.8%+0.4%-1.2%-0.9%
7D-2.2%-3.5%+1.3%-1.4%
30D+3.7%-27.2%+30.9%+11.8%
3M+17.5%-4.3%+21.9%+18.0%
6M+18.5%-8.3%+26.9%+19.1%
YTD-16.3%+1.8%-18.1%-21.0%
1Y-29.7%-9.0%-20.7%-31.2%
All-29.7%-14.6%-15.1%-31.2%

Cumulative growth

Daily Returns

Daily percentage return beside JBLU.

Daily Out/Under-Performance

Portfolio return minus JBLU return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × JBLU 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 1y: compounded portfolio wealth divided by compounded JBLU 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…

1y analysis · Full analysis span regression · 6 months rolling