+1,761.8%
ASML vs LUV
+13.6%
+1,748.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.4% | +5.3% | +3.7% |
| 7D | +6.0% | +3.1% | +2.9% | +4.8% |
| 30D | +1.4% | -17.4% | +18.8% | +8.2% |
| 3M | +1.0% | -4.9% | +5.9% | +2.4% |
| 6M | +37.0% | -5.7% | +42.7% | +39.1% |
| YTD | +65.8% | -5.2% | +70.9% | +66.3% |
| 1Y | +123.1% | +24.1% | +99.0% | +102.9% |
| 3Y | +188.2% | +39.6% | +148.6% | +139.8% |
| 5Y | +115.6% | -12.5% | +128.1% | +107.1% |
| 10Y | +1,761.8% | +12.9% | +1,748.9% | +1,579.2% |
| All | +1,761.8% | +13.6% | +1,748.3% | +1,579.2% |
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 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