+724.9%
DELL vs LUV
+40.8%
+684.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.4% | +10.6% | +11.6% |
| 7D | +8.2% | -1.0% | +9.2% | +8.5% |
| 30D | +17.1% | -12.4% | +29.4% | +20.8% |
| 3M | +45.2% | -11.0% | +56.1% | +48.7% |
| 6M | +286.8% | -5.0% | +291.7% | +287.9% |
| YTD | +354.8% | -3.8% | +358.6% | +349.1% |
| 1Y | +358.3% | +25.9% | +332.3% | +319.6% |
| 3Y | +724.9% | +42.2% | +682.7% | +619.0% |
| All | +724.9% | +40.8% | +684.1% | +619.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling