+12,882.1%
BLK vs LUV
+362.0%
+12,520.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.1% |
| 7D | -3.3% | -1.0% | -2.3% | -3.0% |
| 30D | -6.5% | -12.4% | +5.8% | -2.4% |
| 3M | +6.7% | -11.0% | +17.7% | +10.5% |
| 6M | +14.7% | -5.0% | +19.7% | +15.5% |
| YTD | +2.5% | -3.8% | +6.3% | +1.6% |
| 1Y | -2.8% | +25.9% | -28.7% | -12.5% |
| 3Y | +65.9% | +42.2% | +23.6% | +37.3% |
| 5Y | +33.0% | -10.8% | +43.7% | +26.3% |
| 10Y | +281.2% | +19.0% | +262.2% | +204.5% |
| All | +12,882.1% | +362.0% | +12,520.1% | +5,814.8% |
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