-10.2%
ADSK vs LUV
+57.3%
-67.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +6.8% | +0.2% | +6.8% |
| 7D | +11.4% | +6.8% | +4.6% | +11.2% |
| 30D | +21.9% | +10.9% | +11.0% | +21.4% |
| 3M | +13.9% | -4.2% | +18.1% | +13.3% |
| 6M | +9.1% | +22.1% | -13.0% | +8.3% |
| YTD | -8.8% | +13.8% | -22.6% | -8.8% |
| 1Y | -10.2% | +59.2% | -69.5% | -17.1% |
| All | -10.2% | +57.3% | -67.6% | -17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling