+1,016.4%
AXON vs LUV
+16.6%
+999.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.7% | +0.1% | -1.8% |
| 7D | -19.7% | +1.8% | -21.5% | -20.2% |
| 30D | -25.7% | +11.3% | -37.0% | -28.1% |
| 3M | -48.8% | +1.0% | -49.8% | -49.0% |
| 6M | -22.0% | +15.6% | -37.6% | -25.7% |
| YTD | -45.9% | +10.9% | -56.8% | -48.9% |
| 1Y | -46.1% | +38.1% | -84.2% | -52.5% |
| 3Y | +40.9% | +108.2% | -67.3% | +0.9% |
| 5Y | +80.2% | +1.7% | +78.5% | +64.4% |
| All | +1,016.4% | +16.6% | +999.7% | +849.4% |
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