+3,452.6%
ALNY vs LUV
+202.2%
+3,250.4%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | 0.0% |
| 7D | -6.5% | -1.0% | -5.6% | -6.2% |
| 30D | +11.0% | -12.4% | +23.4% | +16.0% |
| 3M | -14.1% | -11.0% | -3.1% | -11.3% |
| 6M | -22.4% | -5.0% | -17.4% | -22.4% |
| YTD | -37.5% | -3.8% | -33.7% | -38.5% |
| 1Y | -46.9% | +25.9% | -72.8% | -52.9% |
| 3Y | +22.1% | +42.2% | -20.2% | -1.5% |
| 5Y | +31.2% | -10.8% | +42.0% | +22.1% |
| 10Y | +256.3% | +19.0% | +237.4% | +160.4% |
| All | +3,452.6% | +202.2% | +3,250.4% | +1,489.9% |
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