+12,412.2%
AMD vs LUV
+4,440.9%
+7,971.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.1% | +1.9% |
| 7D | +8.1% | -1.0% | +9.0% | +8.4% |
| 30D | +6.9% | -12.4% | +19.2% | +12.3% |
| 3M | +5.7% | -11.0% | +16.7% | +10.2% |
| 6M | +152.0% | -5.0% | +157.0% | +155.7% |
| YTD | +141.0% | -3.8% | +144.8% | +139.1% |
| 1Y | +231.6% | +25.9% | +205.6% | +195.1% |
| 3Y | +390.1% | +42.2% | +347.8% | +297.9% |
| 5Y | +390.6% | -10.8% | +401.4% | +372.1% |
| 10Y | +8,648.0% | +19.0% | +8,629.0% | +6,815.6% |
| All | +12,412.2% | +4,440.9% | +7,971.3% | +2,437.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling