+3,895.5%
EMR vs LUV
+4,440.9%
-545.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.2% |
| 7D | -0.4% | -1.0% | +0.5% | -0.1% |
| 30D | -6.8% | -12.4% | +5.6% | -3.4% |
| 3M | +7.5% | -11.0% | +18.5% | +10.7% |
| 6M | +9.9% | -5.0% | +14.8% | +10.9% |
| YTD | +16.0% | -3.8% | +19.7% | +16.0% |
| 1Y | +12.4% | +25.9% | -13.5% | +4.0% |
| 3Y | +60.2% | +42.2% | +18.0% | +39.0% |
| 5Y | +67.9% | -10.8% | +78.6% | +61.9% |
| 10Y | +282.0% | +19.0% | +263.1% | +229.6% |
| All | +3,895.5% | +4,440.9% | -545.4% | +1,145.7% |
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