+4,542.6%
GLW vs LUV
+4,484.9%
+57.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.3% | +3.4% | +5.0% |
| 7D | +3.8% | +0.4% | +3.3% | +3.6% |
| 30D | -1.3% | -18.4% | +17.1% | +5.2% |
| 3M | -21.8% | -3.2% | -18.6% | -21.2% |
| 6M | +6.9% | -14.8% | +21.7% | +12.1% |
| YTD | +77.2% | -2.9% | +80.0% | +75.9% |
| 1Y | +123.2% | +29.6% | +93.7% | +101.3% |
| 3Y | +400.0% | +35.2% | +364.8% | +326.5% |
| 5Y | +342.8% | -11.7% | +354.5% | +323.6% |
| 10Y | +771.4% | +21.6% | +749.8% | +618.2% |
| All | +4,542.6% | +4,484.9% | +57.7% | +1,180.9% |
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