+133.9%
ASML vs LUV
+111.1%
+22.8%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +4.9% | +1.1% | +3.8% | +4.6% |
| 30D | -9.3% | +14.2% | -23.5% | -13.2% |
| 3M | -19.0% | +0.6% | -19.6% | -19.3% |
| 6M | -5.2% | +15.1% | -20.3% | -10.0% |
| YTD | +40.6% | +10.2% | +30.4% | +34.0% |
| 1Y | +47.5% | +38.4% | +9.1% | +31.6% |
| 3Y | +133.9% | +107.5% | +26.4% | +70.1% |
| All | +133.9% | +111.1% | +22.8% | +70.1% |
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