+4,623.3%
ADSK vs LUV
+4,440.9%
+182.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.1% |
| 7D | -2.5% | -1.0% | -1.6% | -2.2% |
| 30D | -14.9% | -12.4% | -2.5% | -11.5% |
| 3M | +3.3% | -11.0% | +14.3% | +6.3% |
| 6M | -15.7% | -5.0% | -10.7% | -15.9% |
| YTD | -28.2% | -3.8% | -24.5% | -29.9% |
| 1Y | -34.5% | +25.9% | -60.5% | -41.7% |
| 3Y | -2.9% | +42.2% | -45.1% | -20.5% |
| 5Y | -25.3% | -10.8% | -14.6% | -29.7% |
| 10Y | +217.8% | +19.0% | +198.8% | +155.8% |
| All | +4,623.3% | +4,440.9% | +182.4% | +902.9% |
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 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