+4,782.6%
DELL vs LUV
+19.8%
+4,762.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.2% |
| 7D | +8.7% | +0.7% | +8.1% | +8.5% |
| 30D | +16.9% | -13.4% | +30.3% | +22.5% |
| 3M | +40.4% | -9.6% | +50.0% | +44.5% |
| 6M | +267.1% | -8.9% | +276.0% | +274.0% |
| YTD | +329.1% | -5.2% | +334.3% | +325.4% |
| 1Y | +346.9% | +27.0% | +319.9% | +299.1% |
| 3Y | +696.6% | +39.6% | +657.0% | +560.2% |
| 5Y | +1,106.2% | -14.4% | +1,120.6% | +1,063.7% |
| 10Y | +4,177.7% | +17.3% | +4,160.5% | +3,515.2% |
| All | +4,782.6% | +19.8% | +4,762.8% | +3,983.3% |
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 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