+32,355.3%
AVGO vs LUV
+403.2%
+31,952.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +3.8% |
| 7D | -0.3% | +3.1% | -3.4% | -1.4% |
| 30D | -13.8% | -17.4% | +3.6% | -8.1% |
| 3M | -6.9% | -4.9% | -2.0% | -5.9% |
| 6M | +11.9% | -5.7% | +17.6% | +12.7% |
| YTD | +6.9% | -5.2% | +12.1% | +5.7% |
| 1Y | +7.4% | +24.1% | -16.7% | -4.5% |
| 3Y | +345.6% | +39.6% | +306.0% | +261.2% |
| 5Y | +718.9% | -12.5% | +731.4% | +671.1% |
| 10Y | +2,755.4% | +12.9% | +2,742.4% | +2,121.1% |
| All | +32,355.3% | +403.2% | +31,952.1% | +13,486.0% |
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 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