+78.9%
INFY vs LUV
+20.2%
+58.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.2% |
| 7D | -5.4% | -1.0% | -4.4% | -5.2% |
| 30D | -9.9% | -12.4% | +2.5% | -7.3% |
| 3M | -4.6% | -11.0% | +6.4% | -2.5% |
| 6M | -18.5% | -5.0% | -13.5% | -18.3% |
| YTD | -36.5% | -3.8% | -32.8% | -37.0% |
| 1Y | -32.8% | +25.9% | -58.7% | -37.5% |
| 3Y | -32.2% | +42.2% | -74.4% | -40.8% |
| 5Y | -44.7% | -10.8% | -33.9% | -47.0% |
| All | +78.9% | +20.2% | +58.6% | +47.9% |
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 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