+25.0%
ALAB vs LUV
+27.4%
-2.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +0.9% | +1.9% |
| 7D | -6.2% | -1.0% | -5.2% | -5.9% |
| 30D | -8.7% | -12.4% | +3.7% | -5.1% |
| 3M | -20.7% | -11.0% | -9.8% | -17.6% |
| 6M | +133.5% | -5.0% | +138.5% | +135.2% |
| YTD | +75.1% | -3.8% | +78.8% | +84.0% |
| 1Y | +25.0% | +25.9% | -0.9% | +34.3% |
| All | +25.0% | +27.4% | -2.4% | +34.3% |
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