+114.9%
AXP vs LUV
+111.1%
+3.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.0% |
| 7D | -0.1% | +1.1% | -1.2% | -0.5% |
| 30D | +4.4% | +14.2% | -9.8% | +0.4% |
| 3M | -6.4% | +0.6% | -7.0% | -6.9% |
| 6M | +4.2% | +15.1% | -10.9% | -0.6% |
| YTD | -12.4% | +10.2% | -22.6% | -16.1% |
| 1Y | -11.1% | +38.4% | -49.6% | -20.8% |
| 3Y | +114.9% | +107.5% | +7.4% | +63.3% |
| All | +114.9% | +111.1% | +3.8% | +63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling