-24.5%
ADSK vs LUV
-11.9%
-12.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | 0.0% |
| 7D | -2.5% | -1.0% | -1.6% | -2.3% |
| 30D | -14.9% | -12.4% | -2.5% | -12.0% |
| 3M | +3.3% | -11.0% | +14.3% | +5.8% |
| 6M | -15.7% | -5.0% | -10.7% | -15.9% |
| YTD | -28.2% | -3.8% | -24.5% | -30.0% |
| 1Y | -34.5% | +25.9% | -60.5% | -42.2% |
| 3Y | -2.9% | +42.2% | -45.1% | -23.9% |
| All | -24.5% | -11.9% | -12.6% | -29.9% |
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