-5.9%
ABT vs LUV
+57.3%
-63.2%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +6.8% | -1.3% | +4.7% |
| 7D | +12.5% | +6.8% | +5.8% | +11.6% |
| 30D | +16.1% | +10.9% | +5.2% | +14.6% |
| 3M | +10.2% | -4.2% | +14.4% | +10.3% |
| 6M | +33.7% | +22.1% | +11.6% | +29.6% |
| YTD | -5.5% | +13.8% | -19.3% | -8.3% |
| 1Y | -5.9% | +59.2% | -65.1% | -14.0% |
| All | -5.9% | +57.3% | -63.2% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling