+127,577.9%
AAPL vs LUV
+4,440.9%
+123,137.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.4% |
| 7D | +3.8% | -1.0% | +4.8% | +4.1% |
| 30D | +9.9% | -12.4% | +22.3% | +13.3% |
| 3M | +12.5% | -11.0% | +23.5% | +15.1% |
| 6M | +27.6% | -5.0% | +32.6% | +27.8% |
| YTD | +22.6% | -3.8% | +26.3% | +21.5% |
| 1Y | +45.0% | +25.9% | +19.1% | +34.2% |
| 3Y | +87.8% | +42.2% | +45.5% | +63.8% |
| 5Y | +128.7% | -10.8% | +139.4% | +119.7% |
| 10Y | +1,308.9% | +19.0% | +1,289.9% | +1,098.9% |
| All | +127,577.9% | +4,440.9% | +123,137.0% | +35,842.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling