-32.2%
INFY vs LUV
+40.8%
-73.0%
-52.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.3% |
| 7D | -5.4% | -1.0% | -4.4% | -5.2% |
| 30D | -9.9% | -12.4% | +2.5% | -8.1% |
| 3M | -4.6% | -11.0% | +6.4% | -3.2% |
| 6M | -18.5% | -5.0% | -13.5% | -18.3% |
| YTD | -36.5% | -3.8% | -32.8% | -36.6% |
| 1Y | -32.8% | +25.9% | -58.7% | -35.9% |
| 3Y | -32.2% | +42.2% | -74.4% | -39.6% |
| All | -32.2% | +40.8% | -73.0% | -39.6% |
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