+100,756.0%
AMAT vs LUV
+5,043.8%
+95,712.2%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | -14.7% | +4.8% | -19.5% | -16.3% |
| 30D | -36.1% | +6.5% | -42.6% | -37.8% |
| 3M | -36.9% | -4.9% | -32.0% | -36.0% |
| 6M | -22.2% | +8.1% | -30.3% | -24.9% |
| YTD | +29.9% | +9.0% | +20.9% | +23.4% |
| 1Y | +43.3% | +43.6% | -0.3% | +22.6% |
| 3Y | +142.7% | +101.4% | +41.3% | +74.5% |
| 5Y | +126.2% | -7.3% | +133.5% | +114.5% |
| 10Y | +1,211.7% | +24.6% | +1,187.1% | +961.2% |
| All | +100,756.0% | +5,043.8% | +95,712.2% | +16,236.3% |
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