+6,449.5%
ABT vs LUV
+4,376.1%
+2,073.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -4.7% | +0.7% | -5.4% | -4.8% |
| 30D | -3.1% | -13.4% | +10.3% | -0.9% |
| 3M | +16.1% | -9.6% | +25.7% | +17.7% |
| 6M | -5.3% | -8.9% | +3.6% | -4.5% |
| YTD | -14.4% | -5.2% | -9.3% | -14.7% |
| 1Y | -18.4% | +27.0% | -45.4% | -22.6% |
| 3Y | +11.2% | +39.6% | -28.4% | +1.3% |
| 5Y | -9.4% | -14.4% | +5.0% | -11.9% |
| 10Y | +209.7% | +17.3% | +192.5% | +174.0% |
| All | +6,449.5% | +4,376.1% | +2,073.4% | +2,156.1% |
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