+1,787.9%
AXON vs LUV
+20.2%
+1,767.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | -7.0% | -1.0% | -6.1% | -6.8% |
| 30D | -20.1% | -12.4% | -7.7% | -16.9% |
| 3M | +7.4% | -11.0% | +18.4% | +11.3% |
| 6M | -7.4% | -5.0% | -2.4% | -6.4% |
| YTD | -15.6% | -3.8% | -11.8% | -16.6% |
| 1Y | -36.2% | +25.9% | -62.1% | -42.5% |
| 3Y | +124.8% | +42.2% | +82.6% | +83.9% |
| 5Y | +166.6% | -10.8% | +177.3% | +152.1% |
| All | +1,787.9% | +20.2% | +1,767.7% | +1,565.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling