+780.7%
GOOG vs LUV
+20.2%
+760.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | +0.1% | +1.2% |
| 7D | 0.0% | -1.0% | +1.0% | +0.3% |
| 30D | -2.0% | -12.4% | +10.4% | +1.2% |
| 3M | -5.9% | -11.0% | +5.1% | -3.4% |
| 6M | +8.9% | -5.0% | +13.9% | +9.6% |
| YTD | +7.1% | -3.8% | +10.9% | +6.4% |
| 1Y | +39.7% | +25.9% | +13.8% | +29.4% |
| 3Y | +145.8% | +42.2% | +103.6% | +112.3% |
| 5Y | +138.6% | -10.8% | +149.4% | +128.9% |
| All | +780.7% | +20.2% | +760.4% | +695.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling