+1,314.2%
AAOI vs LUV
-11.9%
+1,326.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.2% |
| 7D | -0.2% | -1.0% | +0.8% | +0.3% |
| 30D | -23.7% | -12.4% | -11.3% | -17.7% |
| 3M | -39.0% | -11.0% | -28.0% | -35.0% |
| 6M | -17.0% | -5.0% | -12.1% | -16.3% |
| YTD | +202.2% | -3.8% | +206.0% | +177.5% |
| 1Y | +292.4% | +25.9% | +266.5% | +193.3% |
| 3Y | +804.4% | +42.2% | +762.1% | +495.3% |
| All | +1,314.2% | -11.9% | +1,326.2% | +906.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling