+6,524.1%
AXP vs LUV
+5,043.8%
+1,480.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +0.6% | +4.8% | -4.2% | -1.3% |
| 30D | +5.8% | +6.5% | -0.7% | +3.0% |
| 3M | -6.0% | -4.9% | -1.2% | -4.7% |
| 6M | +0.3% | +8.1% | -7.8% | -3.7% |
| YTD | -12.3% | +9.0% | -21.3% | -17.6% |
| 1Y | -11.2% | +43.6% | -54.8% | -25.2% |
| 3Y | +117.0% | +101.4% | +15.6% | +52.8% |
| 5Y | +93.2% | -7.3% | +100.5% | +81.4% |
| 10Y | +461.2% | +24.6% | +436.6% | +356.2% |
| All | +6,524.1% | +5,043.8% | +1,480.3% | +1,204.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling