+2,383.0%
INFY vs LUV
+241.8%
+2,141.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.4% | 0.0% | +1.1% |
| 7D | -5.4% | -1.0% | -4.4% | -5.1% |
| 30D | -9.9% | -12.4% | +2.5% | -6.5% |
| 3M | -4.6% | -11.0% | +6.4% | -1.8% |
| 6M | -18.5% | -5.0% | -13.5% | -18.3% |
| YTD | -36.5% | -3.8% | -32.8% | -37.3% |
| 1Y | -32.8% | +25.9% | -58.7% | -39.0% |
| 3Y | -32.2% | +42.2% | -74.4% | -43.3% |
| 5Y | -44.7% | -10.8% | -33.9% | -48.3% |
| 10Y | +82.3% | +19.0% | +63.4% | +41.7% |
| All | +2,383.0% | +241.8% | +2,141.2% | +1,093.5% |
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 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