+197.1%
ABT vs LUV
+20.2%
+176.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.8% | -1.6% |
| 7D | -5.9% | -1.0% | -4.9% | -5.7% |
| 30D | -8.1% | -12.4% | +4.3% | -6.2% |
| 3M | +14.5% | -11.0% | +25.5% | +16.3% |
| 6M | -6.3% | -5.0% | -1.3% | -6.2% |
| YTD | -17.1% | -3.8% | -13.3% | -17.6% |
| 1Y | -21.4% | +25.9% | -47.3% | -25.4% |
| 3Y | +5.9% | +42.2% | -36.3% | -4.2% |
| 5Y | -12.8% | -10.8% | -2.0% | -15.4% |
| All | +197.1% | +20.2% | +176.9% | +156.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling