+252.1%
INTC vs LUV
+20.2%
+231.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.2% | +2.1% |
| 7D | +7.5% | -1.0% | +8.4% | +7.8% |
| 30D | +2.0% | -12.4% | +14.3% | +7.1% |
| 3M | -12.0% | -11.0% | -1.0% | -8.0% |
| 6M | +114.5% | -5.0% | +119.5% | +118.3% |
| YTD | +179.0% | -3.8% | +182.8% | +178.7% |
| 1Y | +318.3% | +25.9% | +292.4% | +275.0% |
| 3Y | +171.2% | +42.2% | +129.0% | +123.9% |
| 5Y | +107.6% | -10.8% | +118.4% | +99.0% |
| All | +252.1% | +20.2% | +231.9% | +222.2% |
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