+1,129.0%
ABBV vs LUV
+331.7%
+797.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.9% |
| 7D | -4.1% | +0.7% | -4.8% | -4.2% |
| 30D | +1.2% | -13.4% | +14.6% | +3.3% |
| 3M | +12.1% | -9.6% | +21.7% | +13.4% |
| 6M | +12.0% | -8.9% | +20.9% | +12.8% |
| YTD | +12.4% | -5.2% | +17.6% | +11.8% |
| 1Y | +22.9% | +27.0% | -4.1% | +16.4% |
| 3Y | +86.8% | +39.6% | +47.1% | +69.9% |
| 5Y | +181.0% | -14.4% | +195.4% | +172.7% |
| 10Y | +497.0% | +17.3% | +479.7% | +409.9% |
| All | +1,129.0% | +331.7% | +797.3% | +738.1% |
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