+38.0%
ASML vs LUV
+38.1%
-0.2%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | 0.0% | +5.0% | +5.0% |
| 7D | -9.0% | +4.8% | -13.8% | -10.6% |
| 30D | -21.0% | +6.5% | -27.5% | -22.9% |
| 3M | -16.3% | -4.9% | -11.4% | -14.7% |
| 6M | -7.5% | +8.1% | -15.6% | -11.3% |
| YTD | +34.0% | +9.0% | +25.0% | +26.7% |
| All | +38.0% | +38.1% | -0.2% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling