+61.4%
AMAT vs LUV
+57.3%
+4.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.8% | -10.1% | -5.8% |
| 7D | -11.2% | +6.8% | -18.0% | -13.5% |
| 30D | -31.9% | +10.9% | -42.8% | -34.7% |
| 3M | -32.3% | -4.2% | -28.1% | -31.2% |
| 6M | -5.4% | +22.1% | -27.5% | -12.3% |
| YTD | +44.3% | +13.8% | +30.4% | +34.3% |
| 1Y | +61.4% | +59.2% | +2.1% | +23.0% |
| All | +61.4% | +57.3% | +4.0% | +23.0% |
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