+21,775.7%
ISRG vs LUV
+311.7%
+21,464.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.5% | +1.0% |
| 7D | -2.0% | +1.1% | -3.1% | -2.4% |
| 30D | +5.6% | +14.2% | -8.7% | +1.4% |
| 3M | +10.5% | +0.6% | +9.9% | +10.2% |
| 6M | +2.6% | +15.1% | -12.4% | -2.2% |
| YTD | -21.7% | +10.2% | -31.9% | -25.6% |
| 1Y | -21.6% | +38.4% | -60.0% | -30.7% |
| 3Y | +57.0% | +107.5% | -50.5% | +16.9% |
| 5Y | +25.0% | +1.1% | +23.9% | +14.6% |
| 10Y | +542.1% | +16.0% | +526.1% | +422.4% |
| All | +21,775.7% | +311.7% | +21,464.0% | +8,463.0% |
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 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