+1,690.2%
BMY vs LUV
+4,374.9%
-2,684.7%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.8% |
| 7D | -3.3% | +3.1% | -6.4% | -3.8% |
| 30D | 0.0% | -17.4% | +17.4% | +3.1% |
| 3M | +17.7% | -4.9% | +22.6% | +18.3% |
| 6M | +9.6% | -5.7% | +15.3% | +9.9% |
| YTD | +24.0% | -5.2% | +29.2% | +23.5% |
| 1Y | +45.1% | +24.1% | +21.0% | +37.8% |
| 3Y | +22.5% | +39.6% | -17.1% | +11.7% |
| 5Y | +22.3% | -12.5% | +34.8% | +18.2% |
| 10Y | +62.0% | +12.9% | +49.0% | +42.8% |
| All | +1,690.2% | +4,374.9% | -2,684.7% | +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 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