+25.4%
ADM vs LUV
-0.2%
+25.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.4% | +2.8% |
| 7D | +4.2% | +1.1% | +3.1% | +4.1% |
| 30D | -12.8% | +14.2% | -27.1% | -14.0% |
| 3M | -8.5% | +0.6% | -9.1% | -8.6% |
| 6M | -10.9% | +15.1% | -26.0% | -12.6% |
| YTD | +29.4% | +10.2% | +19.2% | +26.3% |
| 1Y | +27.5% | +38.4% | -10.9% | +20.1% |
| 3Y | +10.3% | +107.5% | -97.1% | -7.0% |
| All | +25.4% | -0.2% | +25.6% | +20.7% |
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