+59.3%
AMAT vs LUV
+44.0%
+15.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -2.5% | +6.6% | -9.1% | -4.7% |
| 30D | -26.5% | +11.2% | -37.7% | -29.5% |
| 3M | -28.6% | +3.6% | -32.2% | -29.5% |
| 6M | -14.2% | +13.1% | -27.4% | -18.0% |
| YTD | +45.5% | +13.6% | +31.9% | +36.4% |
| 1Y | +59.3% | +44.4% | +15.0% | +33.0% |
| All | +59.3% | +44.0% | +15.4% | +33.0% |
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