+149.6%
GOOGL vs LUV
+40.8%
+108.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.5% |
| 7D | 0.0% | -1.0% | +1.0% | +0.2% |
| 30D | -1.4% | -12.4% | +10.9% | +1.0% |
| 3M | -5.3% | -11.0% | +5.7% | -3.4% |
| 6M | +9.8% | -5.0% | +14.8% | +10.3% |
| YTD | +8.4% | -3.8% | +12.1% | +7.9% |
| 1Y | +41.2% | +25.9% | +15.3% | +34.0% |
| 3Y | +149.6% | +42.2% | +107.3% | +131.2% |
| All | +149.6% | +40.8% | +108.8% | +131.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling