+1,665.8%
AMAT vs LUV
+13.6%
+1,652.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +5.0% |
| 7D | +7.0% | +3.1% | +3.9% | +5.5% |
| 30D | -12.2% | -17.4% | +5.2% | -4.8% |
| 3M | -3.8% | -4.9% | +1.0% | -1.8% |
| 6M | +45.9% | -5.7% | +51.6% | +48.8% |
| YTD | +84.6% | -5.2% | +89.8% | +85.1% |
| 1Y | +193.4% | +24.1% | +169.2% | +160.1% |
| 3Y | +228.1% | +39.6% | +188.5% | +158.7% |
| 5Y | +268.9% | -12.5% | +281.4% | +253.7% |
| 10Y | +1,665.8% | +12.9% | +1,652.8% | +1,505.7% |
| All | +1,665.8% | +13.6% | +1,652.2% | +1,505.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling