+7,765.4%
AMD vs LUV
+15.9%
+7,749.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -0.6% | -8.1% | -8.5% |
| 7D | +18.9% | +1.1% | +17.8% | +18.5% |
| 30D | -6.4% | +14.2% | -20.7% | -11.2% |
| 3M | +10.6% | +0.6% | +9.9% | +10.3% |
| 6M | +19.9% | +15.1% | +4.8% | +13.3% |
| YTD | +149.4% | +10.2% | +139.2% | +134.8% |
| 1Y | +115.4% | +38.4% | +76.9% | +85.0% |
| 3Y | +357.3% | +107.5% | +249.8% | +218.1% |
| 5Y | +261.1% | +1.1% | +260.0% | +230.8% |
| All | +7,765.4% | +15.9% | +7,749.5% | +7,273.6% |
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