+13,685.3%
INTU vs LUV
+895.8%
+12,789.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -3.5% |
| 7D | -7.5% | +3.1% | -10.6% | -8.4% |
| 30D | -1.9% | -17.4% | +15.5% | +3.3% |
| 3M | +4.9% | -4.9% | +9.7% | +5.4% |
| 6M | -33.2% | -5.7% | -27.5% | -33.4% |
| YTD | -51.4% | -5.2% | -46.2% | -52.5% |
| 1Y | -52.0% | +24.1% | -76.1% | -56.9% |
| 3Y | -40.7% | +39.6% | -80.3% | -50.7% |
| 5Y | -41.7% | -12.5% | -29.3% | -45.1% |
| 10Y | +211.1% | +12.9% | +198.2% | +151.7% |
| All | +13,685.3% | +895.8% | +12,789.4% | +4,423.7% |
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