+126.0%
DUK vs LUV
+20.2%
+105.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.1% |
| 7D | -0.7% | -1.0% | +0.3% | -0.6% |
| 30D | -2.4% | -12.4% | +9.9% | -1.0% |
| 3M | -3.0% | -11.0% | +8.0% | -1.9% |
| 6M | -6.6% | -5.0% | -1.6% | -6.6% |
| YTD | +4.6% | -3.8% | +8.3% | +3.8% |
| 1Y | +1.2% | +25.9% | -24.7% | -3.4% |
| 3Y | +45.7% | +42.2% | +3.4% | +33.1% |
| 5Y | +40.3% | -10.8% | +51.1% | +36.5% |
| All | +126.0% | +20.2% | +105.8% | +100.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling