+97,349.8%
ASML vs LUV
+1,305.8%
+96,043.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.9% | +3.2% |
| 7D | +1.1% | +0.4% | +0.7% | +0.9% |
| 30D | +2.2% | -18.4% | +20.6% | +10.8% |
| 3M | -2.3% | -3.2% | +0.9% | -1.5% |
| 6M | +23.0% | -14.8% | +37.8% | +30.4% |
| YTD | +61.1% | -2.9% | +63.9% | +60.0% |
| 1Y | +129.1% | +29.6% | +99.5% | +100.7% |
| 3Y | +165.4% | +35.2% | +130.2% | +116.4% |
| 5Y | +109.5% | -11.7% | +121.1% | +99.5% |
| 10Y | +1,645.7% | +21.6% | +1,624.1% | +1,197.4% |
| All | +97,349.8% | +1,305.8% | +96,043.9% | +29,648.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling