+348.0%
AMD vs LUV
+41.1%
+306.9%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.3% | +2.4% | +3.9% |
| 7D | +2.6% | +0.4% | +2.2% | +2.4% |
| 30D | -0.9% | -18.4% | +17.5% | +6.2% |
| 3M | -8.7% | -3.2% | -5.5% | -7.7% |
| 6M | +136.3% | -14.8% | +151.2% | +146.7% |
| YTD | +123.0% | -2.9% | +125.8% | +120.3% |
| 1Y | +195.2% | +29.6% | +165.6% | +162.4% |
| All | +348.0% | +41.1% | +306.9% | +265.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling