+36.5%
EQIX vs LUV
-11.9%
+48.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | -0.1% | +1.1% |
| 7D | +0.2% | -1.0% | +1.1% | +0.3% |
| 30D | -2.5% | -12.4% | +9.9% | -0.3% |
| 3M | 0.0% | -11.0% | +10.9% | +1.7% |
| 6M | +7.6% | -5.0% | +12.6% | +7.7% |
| YTD | +37.5% | -3.8% | +41.3% | +36.2% |
| 1Y | +32.9% | +25.9% | +7.0% | +24.4% |
| 3Y | +42.8% | +42.2% | +0.5% | +25.8% |
| All | +36.5% | -11.9% | +48.5% | +28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling