+2,780.0%
GE vs LUV
+4,376.1%
-1,596.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.9% | -2.8% |
| 7D | -1.2% | +0.7% | -1.9% | -1.5% |
| 30D | -11.3% | -13.4% | +2.2% | -6.9% |
| 3M | -1.4% | -9.6% | +8.2% | +1.7% |
| 6M | +1.2% | -8.9% | +10.1% | +4.0% |
| YTD | +5.9% | -5.2% | +11.1% | +6.4% |
| 1Y | +18.4% | +27.0% | -8.6% | +7.1% |
| 3Y | +271.0% | +39.6% | +231.3% | +210.2% |
| 5Y | +417.9% | -14.4% | +432.4% | +402.0% |
| 10Y | +152.0% | +17.3% | +134.7% | +116.7% |
| All | +2,780.0% | +4,376.1% | -1,596.1% | +698.4% |
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