+1,671.0%
DIS vs LUV
+5,278.7%
-3,607.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | 0.0% | +0.3% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +10.3% | +14.0% | -3.7% | +5.9% |
| 3M | +15.6% | +2.6% | +13.0% | +14.3% |
| 6M | +15.1% | +17.3% | -2.2% | +8.7% |
| YTD | +6.0% | +14.0% | -8.0% | -0.5% |
| 1Y | +5.7% | +47.9% | -42.2% | -8.4% |
| 3Y | +39.8% | +114.0% | -74.1% | +4.6% |
| 5Y | -23.9% | +3.2% | -27.0% | -30.0% |
| 10Y | +32.9% | +20.0% | +12.9% | +11.4% |
| All | +1,671.0% | +5,278.7% | -3,607.8% | +382.8% |
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