+234.4%
AMD vs LUV
+24.6%
+209.9%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +16.5% |
| 3M | +9.6% | -9.6% | +19.2% | +13.6% |
| 6M | +157.1% | -8.9% | +166.0% | +160.9% |
| YTD | +143.3% | -5.2% | +148.5% | +141.7% |
| 1Y | +234.4% | +27.0% | +207.4% | +207.2% |
| All | +234.4% | +24.6% | +209.9% | +207.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling