+137,736.4%
AMAT vs LUV
+4,484.9%
+133,251.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +2.0% | +3.5% |
| 7D | -1.5% | +0.4% | -1.9% | -1.7% |
| 30D | -14.8% | -18.4% | +3.6% | -8.1% |
| 3M | -9.3% | -3.2% | -6.0% | -8.2% |
| 6M | +27.4% | -14.8% | +42.2% | +34.7% |
| YTD | +77.6% | -2.9% | +80.4% | +76.8% |
| 1Y | +188.9% | +29.6% | +159.4% | +157.2% |
| 3Y | +202.3% | +35.2% | +167.1% | +152.9% |
| 5Y | +248.9% | -11.7% | +260.6% | +237.1% |
| 10Y | +1,585.2% | +21.6% | +1,563.6% | +1,278.8% |
| All | +137,736.4% | +4,484.9% | +133,251.5% | +23,303.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling