+16,837.1%
INTC vs LUV
+4,376.1%
+12,461.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +18.0% | +0.7% | +17.3% | +17.7% |
| 30D | +8.9% | -13.4% | +22.4% | +14.0% |
| 3M | -1.6% | -9.6% | +8.0% | +1.7% |
| 6M | +133.1% | -8.9% | +142.0% | +139.9% |
| YTD | +187.9% | -5.2% | +193.1% | +189.5% |
| 1Y | +334.7% | +27.0% | +307.7% | +296.1% |
| 3Y | +184.2% | +39.6% | +144.5% | +145.0% |
| 5Y | +116.0% | -14.4% | +130.4% | +113.1% |
| 10Y | +270.0% | +17.3% | +252.7% | +212.8% |
| All | +16,837.1% | +4,376.1% | +12,461.0% | +3,502.4% |
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