+950.2%
BSX vs LUV
+1,597.9%
-647.7%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | -0.1% |
| 7D | -7.0% | +0.7% | -7.7% | -7.2% |
| 30D | -10.9% | -13.4% | +2.5% | -7.8% |
| 3M | -8.2% | -9.6% | +1.4% | -6.4% |
| 6M | -37.5% | -8.9% | -28.6% | -36.9% |
| YTD | -52.8% | -5.2% | -47.7% | -53.4% |
| 1Y | -58.4% | +27.0% | -85.4% | -62.0% |
| 3Y | -16.5% | +39.6% | -56.2% | -28.2% |
| 5Y | -1.0% | -14.4% | +13.4% | -5.6% |
| 10Y | +91.2% | +17.3% | +74.0% | +59.9% |
| All | +950.2% | +1,597.9% | -647.7% | +289.0% |
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 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