+8,732.2%
AMD vs LUV
+13.2%
+8,719.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +14.0% | +0.7% | +13.4% | +13.7% |
| 30D | +11.0% | -13.4% | +24.4% | +17.1% |
| 3M | +9.6% | -9.6% | +19.2% | +13.7% |
| 6M | +157.1% | -8.9% | +166.0% | +164.8% |
| YTD | +143.3% | -5.2% | +148.5% | +142.5% |
| 1Y | +234.4% | +27.0% | +207.4% | +196.0% |
| 3Y | +391.2% | +39.6% | +351.5% | +299.1% |
| 5Y | +390.9% | -14.4% | +405.3% | +375.9% |
| 10Y | +8,732.2% | +17.3% | +8,714.9% | +7,738.5% |
| All | +8,732.2% | +13.2% | +8,719.0% | +7,738.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling