+119,660.8%
AMAT vs LUV
+5,278.7%
+114,382.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.7% | +5.9% |
| 7D | +7.0% | +0.1% | +6.8% | +7.2% |
| 30D | -20.6% | +14.0% | -34.6% | -24.6% |
| 3M | -24.8% | +2.6% | -27.3% | -25.7% |
| 6M | -10.7% | +17.3% | -28.0% | -16.3% |
| YTD | +54.3% | +14.0% | +40.3% | +44.3% |
| 1Y | +73.7% | +47.9% | +25.8% | +47.2% |
| 3Y | +168.4% | +114.0% | +54.5% | +89.0% |
| 5Y | +167.6% | +3.2% | +164.4% | +144.2% |
| 10Y | +1,425.2% | +20.0% | +1,405.2% | +1,151.1% |
| All | +119,660.8% | +5,278.7% | +114,382.1% | +19,001.0% |
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