+1,370.8%
AMAT vs LUV
+23.0%
+1,347.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -2.5% | +6.6% | -9.1% | -5.0% |
| 30D | -26.5% | +11.2% | -37.7% | -30.0% |
| 3M | -28.6% | +3.6% | -32.2% | -30.0% |
| 6M | -14.2% | +13.1% | -27.4% | -19.2% |
| YTD | +45.5% | +13.6% | +31.9% | +34.4% |
| 1Y | +59.3% | +44.4% | +15.0% | +32.3% |
| 3Y | +153.1% | +113.2% | +39.9% | +63.6% |
| 5Y | +158.2% | +1.5% | +156.6% | +132.9% |
| 10Y | +1,370.8% | +20.2% | +1,350.6% | +1,150.6% |
| All | +1,370.8% | +23.0% | +1,347.8% | +1,150.6% |
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