+14,738.3%
INTU vs LUV
+1,057.3%
+13,681.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.1% | +0.6% |
| 7D | +0.1% | +1.1% | -1.0% | -0.3% |
| 30D | +10.1% | +14.2% | -4.2% | +6.0% |
| 3M | -4.2% | +0.6% | -4.8% | -4.7% |
| 6M | -7.2% | +15.1% | -22.3% | -12.3% |
| YTD | -47.7% | +10.2% | -57.9% | -51.1% |
| 1Y | -46.7% | +38.4% | -85.1% | -53.5% |
| 3Y | -34.1% | +107.5% | -141.6% | -51.3% |
| 5Y | -43.3% | +1.1% | -44.4% | -48.6% |
| 10Y | +232.6% | +16.0% | +216.5% | +167.7% |
| All | +14,738.3% | +1,057.3% | +13,681.1% | +4,557.2% |
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 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