+143.3%
DELL vs LUV
+57.3%
+86.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.8% | -15.7% | -10.1% |
| 7D | -24.6% | +6.8% | -31.4% | -25.6% |
| 30D | -32.5% | +10.9% | -43.4% | -33.9% |
| 3M | -20.2% | -4.2% | -16.0% | -20.2% |
| 6M | +76.5% | +22.1% | +54.3% | +69.2% |
| YTD | +198.9% | +13.8% | +185.1% | +176.6% |
| 1Y | +143.3% | +59.2% | +84.1% | +80.3% |
| All | +143.3% | +57.3% | +86.0% | +80.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling