+13,193.3%
GOOGL vs LUV
+212.2%
+12,981.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.9% | +0.7% | -2.5% | -2.1% |
| 30D | -7.5% | -13.4% | +6.0% | -3.9% |
| 3M | -9.2% | -9.6% | +0.4% | -7.0% |
| 6M | +8.1% | -8.9% | +17.0% | +10.0% |
| YTD | +5.8% | -5.2% | +11.0% | +5.5% |
| 1Y | +38.3% | +27.0% | +11.3% | +26.7% |
| 3Y | +144.8% | +39.6% | +105.1% | +109.3% |
| 5Y | +132.5% | -14.4% | +147.0% | +124.1% |
| 10Y | +746.7% | +17.3% | +729.4% | +590.1% |
| All | +13,193.3% | +212.2% | +12,981.1% | +6,782.8% |
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