+140.1%
GOOGL vs LUV
-11.9%
+152.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.4% |
| 7D | 0.0% | -1.0% | +1.0% | +0.2% |
| 30D | -1.4% | -12.4% | +10.9% | +1.7% |
| 3M | -5.3% | -11.0% | +5.7% | -2.9% |
| 6M | +9.8% | -5.0% | +14.8% | +10.5% |
| YTD | +8.4% | -3.8% | +12.1% | +7.7% |
| 1Y | +41.2% | +25.9% | +15.3% | +30.9% |
| 3Y | +149.6% | +42.2% | +107.3% | +114.3% |
| All | +140.1% | -11.9% | +152.0% | +131.5% |
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 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