+118.1%
AXP vs LUV
-11.5%
+129.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -2.0% |
| 7D | -2.1% | +0.4% | -2.5% | -2.3% |
| 30D | -6.5% | -18.4% | +11.9% | +0.7% |
| 3M | +4.6% | -3.2% | +7.9% | +5.3% |
| 6M | +5.4% | -14.8% | +20.3% | +10.4% |
| YTD | -11.1% | -2.9% | -8.3% | -12.3% |
| 1Y | -0.3% | +29.6% | -29.9% | -13.1% |
| 3Y | +111.6% | +35.2% | +76.4% | +71.0% |
| All | +118.1% | -11.5% | +129.6% | +108.6% |
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