+1,660.9%
DIS vs LUV
+5,100.5%
-3,439.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +0.8% |
| 7D | +1.9% | +1.1% | +0.8% | +1.6% |
| 30D | +9.2% | +14.2% | -5.1% | +4.8% |
| 3M | +13.5% | +0.6% | +12.9% | +12.9% |
| 6M | +14.3% | +15.1% | -0.8% | +8.5% |
| YTD | +5.4% | +10.2% | -4.8% | -0.1% |
| 1Y | +12.2% | +38.4% | -26.3% | -0.9% |
| 3Y | +37.2% | +107.5% | -70.3% | +3.6% |
| 5Y | -23.1% | +1.1% | -24.2% | -28.9% |
| 10Y | +32.2% | +16.0% | +16.1% | +11.9% |
| All | +1,660.9% | +5,100.5% | -3,439.6% | +384.9% |
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