+416.0%
AAOI vs LUV
+20.2%
+395.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.4% |
| 7D | -0.2% | -1.0% | +0.8% | +0.2% |
| 30D | -23.7% | -12.4% | -11.3% | -19.2% |
| 3M | -39.0% | -11.0% | -28.0% | -36.0% |
| 6M | -17.0% | -5.0% | -12.1% | -16.2% |
| YTD | +202.2% | -3.8% | +206.0% | +187.9% |
| 1Y | +292.4% | +25.9% | +266.5% | +227.1% |
| 3Y | +804.4% | +42.2% | +762.1% | +614.5% |
| 5Y | +1,318.0% | -10.8% | +1,328.8% | +1,193.7% |
| All | +416.0% | +20.2% | +395.7% | +409.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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