+1,438.8%
GIS vs LUV
+4,376.1%
-2,937.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -8.6% | +0.7% | -9.3% | -8.7% |
| 30D | -0.5% | -13.4% | +13.0% | +0.9% |
| 3M | +11.9% | -9.6% | +21.5% | +12.8% |
| 6M | -11.6% | -8.9% | -2.7% | -11.2% |
| YTD | -16.3% | -5.2% | -11.2% | -16.6% |
| 1Y | -21.8% | +27.0% | -48.8% | -24.3% |
| 3Y | -35.7% | +39.6% | -75.3% | -39.2% |
| 5Y | -22.9% | -14.4% | -8.5% | -24.4% |
| 10Y | -16.8% | +17.3% | -34.1% | -24.0% |
| All | +1,438.8% | +4,376.1% | -2,937.3% | +518.3% |
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 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