-43.2%
INTU vs LUV
-0.2%
-43.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +0.6% |
| 7D | +0.1% | +1.1% | -1.0% | -0.2% |
| 30D | +10.1% | +14.2% | -4.2% | +7.0% |
| 3M | -4.2% | +0.6% | -4.8% | -4.6% |
| 6M | -7.2% | +15.1% | -22.3% | -11.3% |
| YTD | -47.7% | +10.2% | -57.9% | -50.6% |
| 1Y | -46.7% | +38.4% | -85.1% | -53.3% |
| 3Y | -34.1% | +107.5% | -141.6% | -54.6% |
| All | -43.2% | -0.2% | -43.0% | -46.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling