+696.9%
AVGO vs LUV
-11.9%
+708.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | -0.1% |
| 7D | +1.1% | -1.0% | +2.1% | +1.4% |
| 30D | -13.0% | -12.4% | -0.6% | -9.6% |
| 3M | -6.0% | -11.0% | +5.0% | -3.1% |
| 6M | +6.4% | -5.0% | +11.3% | +6.8% |
| YTD | +5.0% | -3.8% | +8.8% | +3.4% |
| 1Y | +1.4% | +25.9% | -24.5% | -9.4% |
| 3Y | +336.8% | +42.2% | +294.6% | +252.7% |
| All | +696.9% | -11.9% | +708.8% | +636.0% |
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 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