+1,472.1%
AXTI vs LUV
+20.2%
+1,451.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.5% |
| 7D | +5.1% | -1.0% | +6.0% | +5.3% |
| 30D | -17.5% | -12.4% | -5.1% | -13.1% |
| 3M | -26.7% | -11.0% | -15.7% | -23.4% |
| 6M | +36.8% | -5.0% | +41.7% | +36.6% |
| YTD | +296.1% | -3.8% | +299.9% | +284.2% |
| 1Y | +1,810.6% | +25.9% | +1,784.7% | +1,539.0% |
| 3Y | +2,587.6% | +42.2% | +2,545.3% | +1,996.8% |
| 5Y | +601.7% | -10.8% | +612.5% | +556.5% |
| All | +1,472.1% | +20.2% | +1,451.8% | +1,514.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling