+142.4%
GILD vs LUV
-11.9%
+154.4%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.9% |
| 7D | -4.8% | -1.0% | -3.9% | -4.7% |
| 30D | +5.8% | -12.4% | +18.1% | +7.3% |
| 3M | +14.9% | -11.0% | +25.9% | +16.2% |
| 6M | -0.4% | -5.0% | +4.6% | -0.2% |
| YTD | +18.5% | -3.8% | +22.3% | +17.9% |
| 1Y | +25.1% | +25.9% | -0.8% | +20.1% |
| 3Y | +105.9% | +42.2% | +63.7% | +90.8% |
| All | +142.4% | -11.9% | +154.4% | +130.7% |
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