+79.4%
AMZN vs LUV
+40.8%
+38.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.5% | +1.6% |
| 7D | -0.7% | -1.0% | +0.3% | -0.5% |
| 30D | -3.9% | -12.4% | +8.4% | -1.3% |
| 3M | +6.3% | -11.0% | +17.3% | +8.6% |
| 6M | +20.8% | -5.0% | +25.7% | +21.2% |
| YTD | +11.2% | -3.8% | +15.0% | +10.3% |
| 1Y | +11.7% | +25.9% | -14.2% | +3.6% |
| 3Y | +79.4% | +42.2% | +37.2% | +57.9% |
| All | +79.4% | +40.8% | +38.7% | +57.9% |
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