+11,062.6%
JPM vs LUV
+4,376.1%
+6,686.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -0.4% | +0.7% | -1.1% | -0.7% |
| 30D | -1.4% | -13.4% | +12.0% | +4.0% |
| 3M | +13.9% | -9.6% | +23.5% | +17.5% |
| 6M | +23.5% | -8.9% | +32.4% | +25.8% |
| YTD | +11.6% | -5.2% | +16.8% | +10.7% |
| 1Y | +21.4% | +27.0% | -5.7% | +6.8% |
| 3Y | +163.4% | +39.6% | +123.8% | +111.5% |
| 5Y | +152.5% | -14.4% | +166.9% | +138.0% |
| 10Y | +592.1% | +17.3% | +574.9% | +445.0% |
| All | +11,062.6% | +4,376.1% | +6,686.5% | +2,119.9% |
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 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