+138.3%
ADI vs LUV
-11.9%
+150.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.4% | +3.4% | +4.3% |
| 7D | +4.6% | -1.0% | +5.5% | +4.9% |
| 30D | -1.2% | -12.4% | +11.2% | +3.5% |
| 3M | -7.8% | -11.0% | +3.2% | -4.3% |
| 6M | +19.3% | -5.0% | +24.3% | +19.9% |
| YTD | +40.9% | -3.8% | +44.7% | +38.8% |
| 1Y | +54.5% | +25.9% | +28.6% | +36.1% |
| 3Y | +123.4% | +42.2% | +81.2% | +77.6% |
| All | +138.3% | -11.9% | +150.2% | +118.3% |
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