+91.7%
BKNG vs LUV
-13.2%
+104.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -10.7% | -0.1% | -10.6% | -10.6% |
| 30D | -18.1% | -14.6% | -3.5% | -13.2% |
| 3M | +8.5% | -5.7% | +14.2% | +10.4% |
| 6M | -0.1% | -8.4% | +8.4% | +2.3% |
| YTD | -18.2% | -5.1% | -13.1% | -18.8% |
| 1Y | -19.9% | +26.6% | -46.4% | -29.3% |
| 3Y | +41.6% | +39.7% | +1.9% | +10.9% |
| All | +91.7% | -13.2% | +104.8% | +97.0% |
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