+82.7%
ASML vs LUV
-0.2%
+82.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -14.1% |
| 3M | -19.0% | +0.6% | -19.6% | -19.5% |
| 6M | -5.2% | +15.1% | -20.3% | -11.2% |
| YTD | +40.6% | +10.2% | +30.4% | +32.2% |
| 1Y | +47.5% | +38.4% | +9.1% | +26.7% |
| 3Y | +133.9% | +107.5% | +26.4% | +52.8% |
| All | +82.7% | -0.2% | +82.9% | +59.4% |
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