+76.2%
FDX vs LUV
-0.2%
+76.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.2% | +1.7% |
| 7D | +5.2% | +1.1% | +4.1% | +4.8% |
| 30D | +11.3% | +14.2% | -3.0% | +6.3% |
| 3M | -4.1% | +0.6% | -4.7% | -4.6% |
| 6M | +9.6% | +15.1% | -5.4% | +3.5% |
| YTD | +40.9% | +10.2% | +30.7% | +32.9% |
| 1Y | +53.0% | +38.4% | +14.6% | +32.6% |
| 3Y | +74.1% | +107.5% | -33.4% | +19.2% |
| All | +76.2% | -0.2% | +76.4% | +63.3% |
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