+422.4%
GE vs LUV
-14.7%
+437.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -2.8% | -0.1% | -2.7% | -2.8% |
| 30D | -11.9% | -14.6% | +2.7% | -7.4% |
| 3M | +1.8% | -5.7% | +7.5% | +3.5% |
| 6M | -0.6% | -8.4% | +7.8% | +1.7% |
| YTD | +5.5% | -5.1% | +10.6% | +6.0% |
| 1Y | +15.0% | +26.6% | -11.6% | +5.1% |
| 3Y | +269.5% | +39.7% | +229.9% | +208.8% |
| 5Y | +422.4% | -12.0% | +434.5% | +416.6% |
| All | +422.4% | -14.7% | +437.1% | +416.6% |
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