+85.6%
IREN vs LUV
-11.1%
+96.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +14.6% | +0.7% | +13.9% | +14.0% |
| 30D | +17.1% | -13.4% | +30.6% | +29.1% |
| 3M | -16.0% | -9.6% | -6.4% | -9.7% |
| 6M | +16.8% | -8.9% | +25.7% | +24.3% |
| YTD | +20.1% | -5.2% | +25.3% | +18.8% |
| 1Y | +50.3% | +27.0% | +23.2% | +16.0% |
| 3Y | +871.5% | +39.6% | +831.9% | +530.2% |
| All | +85.6% | -11.1% | +96.7% | +72.1% |
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