+193.4%
AMAT vs LUV
+25.9%
+167.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.4% | +6.4% | +4.9% |
| 7D | +7.0% | +3.1% | +3.9% | +5.6% |
| 30D | -12.2% | -17.4% | +5.2% | -5.3% |
| 3M | -3.8% | -4.9% | +1.0% | -1.2% |
| 6M | +45.9% | -5.7% | +51.6% | +48.7% |
| YTD | +84.6% | -5.2% | +89.8% | +86.3% |
| 1Y | +193.4% | +24.1% | +169.2% | +165.0% |
| All | +193.4% | +25.9% | +167.5% | +165.0% |
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