+8.8%
DXCM vs LUV
+24.6%
-15.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.3% | -2.3% |
| 7D | -3.2% | +0.4% | -3.6% | -3.3% |
| 30D | +6.3% | -18.4% | +24.8% | +9.0% |
| 3M | +21.1% | -3.2% | +24.3% | +20.8% |
| 6M | +20.6% | -14.8% | +35.4% | +20.0% |
| YTD | +32.4% | -2.9% | +35.3% | +31.8% |
| 1Y | +8.8% | +29.6% | -20.7% | +13.4% |
| All | +8.8% | +24.6% | -15.7% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling