+199.0%
AMD vs LUV
-7.8%
+206.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.0% | +11.0% |
| 7D | -11.0% | +4.8% | -15.8% | -12.8% |
| 30D | -30.5% | +6.5% | -37.0% | -32.4% |
| 3M | -8.2% | -4.9% | -3.4% | -6.3% |
| 6M | +6.6% | +8.1% | -1.5% | +2.6% |
| YTD | +109.7% | +9.0% | +100.7% | +95.8% |
| 1Y | +88.9% | +43.6% | +45.3% | +54.8% |
| 3Y | +301.8% | +101.4% | +200.4% | +150.9% |
| All | +199.0% | -7.8% | +206.8% | +183.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling