+36,968.5%
ADI vs LUV
+4,377.3%
+32,591.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.1% | -1.1% |
| 7D | +1.3% | -0.1% | +1.4% | +1.4% |
| 30D | -6.0% | -14.6% | +8.7% | -1.1% |
| 3M | -7.7% | -5.7% | -2.0% | -6.3% |
| 6M | +14.0% | -8.4% | +22.4% | +15.9% |
| YTD | +34.4% | -5.1% | +39.5% | +33.5% |
| 1Y | +48.0% | +26.6% | +21.4% | +33.3% |
| 3Y | +113.3% | +39.7% | +73.6% | +80.5% |
| 5Y | +131.1% | -12.0% | +143.1% | +122.7% |
| 10Y | +628.7% | +17.3% | +611.4% | +498.6% |
| All | +36,968.5% | +4,377.3% | +32,591.3% | +8,349.2% |
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