+0.3%
AXP vs LUV
+24.6%
-24.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.5% | +0.7% | -3.1% | -2.7% |
| 30D | -5.0% | -13.4% | +8.4% | -1.5% |
| 3M | +1.4% | -9.6% | +10.9% | +3.8% |
| 6M | +6.0% | -8.9% | +14.9% | +8.0% |
| YTD | -12.3% | -5.2% | -7.2% | -10.6% |
| 1Y | +0.3% | +27.0% | -26.8% | -8.4% |
| All | +0.3% | +24.6% | -24.3% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling