+89.8%
ABBV vs LUV
+38.8%
+51.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | +2.0% | -14.6% | +16.6% | +3.3% |
| 3M | +14.2% | -5.7% | +19.9% | +14.5% |
| 6M | +14.1% | -8.4% | +22.5% | +14.5% |
| YTD | +14.2% | -5.1% | +19.4% | +13.8% |
| 1Y | +24.2% | +26.6% | -2.4% | +19.5% |
| All | +89.8% | +38.8% | +51.0% | +66.0% |
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