+354.6%
APLD vs LUV
+118.3%
+236.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.3% | +7.0% | +7.2% |
| 7D | +7.8% | +0.1% | +7.7% | +8.2% |
| 30D | -23.0% | +14.0% | -37.0% | -28.0% |
| 3M | -39.7% | +2.6% | -42.3% | -40.6% |
| 6M | -59.8% | +17.3% | -77.1% | -62.5% |
| YTD | -27.0% | +14.0% | -40.9% | -31.5% |
| 1Y | -37.3% | +47.9% | -85.2% | -47.4% |
| All | +354.6% | +118.3% | +236.3% | +177.1% |
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 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