+269.3%
APLD vs LUV
+13.9%
+255.4%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -29.4% |
| 3M | -39.7% | +2.6% | -42.3% | -40.9% |
| 6M | -59.8% | +17.3% | -77.1% | -63.4% |
| YTD | -27.0% | +14.0% | -40.9% | -33.8% |
| 1Y | -37.3% | +47.9% | -85.2% | -52.0% |
| 3Y | +281.9% | +114.0% | +167.9% | +83.4% |
| All | +269.3% | +13.9% | +255.4% | +341.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling