+257,669.3%
AMZN vs LUV
+779.9%
+256,889.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -1.0% | +0.7% | -1.7% | -1.2% |
| 30D | -9.2% | -13.4% | +4.2% | -4.8% |
| 3M | +3.4% | -9.6% | +13.0% | +6.3% |
| 6M | +18.2% | -8.9% | +27.1% | +20.6% |
| YTD | +9.3% | -5.2% | +14.5% | +8.5% |
| 1Y | +5.9% | +27.0% | -21.1% | -5.6% |
| 3Y | +82.6% | +39.6% | +43.0% | +50.3% |
| 5Y | +44.9% | -14.4% | +59.3% | +38.9% |
| 10Y | +564.1% | +17.3% | +546.8% | +398.4% |
| All | +257,669.3% | +779.9% | +256,889.4% | +58,157.1% |
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 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