+459.6%
APLD vs LUV
-5.2%
+464.8%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.2% | -4.1% |
| 7D | +9.0% | +0.7% | +8.3% | +8.4% |
| 30D | -6.6% | -13.4% | +6.8% | +2.0% |
| 3M | -35.2% | -9.6% | -25.7% | -30.8% |
| 6M | +0.4% | -8.9% | +9.3% | +7.1% |
| YTD | +10.7% | -5.2% | +15.8% | +12.8% |
| 1Y | +78.6% | +27.0% | +51.5% | +49.2% |
| 3Y | +423.9% | +39.6% | +384.3% | +261.8% |
| All | +459.6% | -5.2% | +464.8% | +652.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling