+170.5%
AXON vs LUV
-12.1%
+182.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -3.3% | +0.7% | -4.0% | -3.5% |
| 30D | -17.8% | -13.4% | -4.4% | -14.6% |
| 3M | +8.3% | -9.6% | +17.9% | +11.3% |
| 6M | -12.4% | -8.9% | -3.5% | -10.5% |
| YTD | -13.7% | -5.2% | -8.6% | -14.2% |
| 1Y | -33.1% | +27.0% | -60.1% | -39.3% |
| 3Y | +128.2% | +39.6% | +88.6% | +87.6% |
| 5Y | +170.5% | -14.4% | +184.9% | +154.4% |
| All | +170.5% | -12.1% | +182.6% | +154.4% |
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 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