+87.8%
AAPL vs LUV
+40.8%
+47.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.5% |
| 7D | +3.8% | -1.0% | +4.8% | +4.0% |
| 30D | +9.9% | -12.4% | +22.3% | +12.6% |
| 3M | +12.5% | -11.0% | +23.5% | +14.5% |
| 6M | +27.6% | -5.0% | +32.6% | +27.7% |
| YTD | +22.6% | -3.8% | +26.3% | +21.8% |
| 1Y | +45.0% | +25.9% | +19.1% | +35.7% |
| 3Y | +87.8% | +42.2% | +45.5% | +64.5% |
| All | +87.8% | +40.8% | +47.0% | +64.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling