+10,830.8%
FISV vs LUV
+4,440.9%
+6,389.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.0% | +5.1% |
| 7D | -2.7% | -1.0% | -1.7% | -2.4% |
| 30D | 0.0% | -12.4% | +12.4% | +3.3% |
| 3M | -2.8% | -11.0% | +8.2% | -0.3% |
| 6M | -11.8% | -5.0% | -6.9% | -11.6% |
| YTD | -23.2% | -3.8% | -19.4% | -23.9% |
| 1Y | -62.0% | +25.9% | -87.9% | -64.8% |
| 3Y | -57.6% | +42.2% | -99.8% | -63.2% |
| 5Y | -53.4% | -10.8% | -42.6% | -55.4% |
| 10Y | +2.9% | +19.0% | -16.1% | -12.8% |
| All | +10,830.8% | +4,440.9% | +6,389.9% | +4,360.0% |
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