+217.8%
INTU vs LUV
+20.2%
+197.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.4% | +2.5% |
| 7D | -3.3% | -1.0% | -2.4% | -3.1% |
| 30D | -3.9% | -12.4% | +8.4% | -1.0% |
| 3M | +16.6% | -11.0% | +27.6% | +19.2% |
| 6M | -26.4% | -5.0% | -21.5% | -26.7% |
| YTD | -51.0% | -3.8% | -47.2% | -52.2% |
| 1Y | -50.8% | +25.9% | -76.7% | -55.8% |
| 3Y | -40.1% | +42.2% | -82.3% | -50.4% |
| 5Y | -41.2% | -10.8% | -30.4% | -44.9% |
| All | +217.8% | +20.2% | +197.5% | +172.0% |
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