+24.3%
BMY vs LUV
-11.9%
+36.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.6% | -0.4% |
| 7D | -4.8% | -1.0% | -3.8% | -4.6% |
| 30D | -0.1% | -12.4% | +12.3% | +1.6% |
| 3M | +13.1% | -11.0% | +24.1% | +14.5% |
| 6M | +8.4% | -5.0% | +13.4% | +8.5% |
| YTD | +22.0% | -3.8% | +25.8% | +21.4% |
| 1Y | +40.3% | +25.9% | +14.4% | +34.4% |
| 3Y | +20.5% | +42.2% | -21.7% | +11.8% |
| All | +24.3% | -11.9% | +36.2% | +19.1% |
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