+187.4%
ABBV vs LUV
-11.9%
+199.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.7% |
| 7D | +0.3% | -1.0% | +1.2% | +0.3% |
| 30D | +3.4% | -12.4% | +15.7% | +4.3% |
| 3M | +15.2% | -11.0% | +26.2% | +16.0% |
| 6M | +14.7% | -5.0% | +19.7% | +14.7% |
| YTD | +15.2% | -3.8% | +19.0% | +14.8% |
| 1Y | +20.4% | +25.9% | -5.5% | +17.0% |
| 3Y | +91.3% | +42.2% | +49.1% | +81.6% |
| All | +187.4% | -11.9% | +199.3% | +176.3% |
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