+5.0%
KDP vs LUV
-12.1%
+17.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.4% |
| 7D | -1.6% | +0.7% | -2.2% | -1.6% |
| 30D | +9.5% | -13.4% | +22.9% | +10.7% |
| 3M | +2.6% | -9.6% | +12.2% | +3.4% |
| 6M | +15.6% | -8.9% | +24.5% | +16.2% |
| YTD | +17.3% | -5.2% | +22.5% | +17.2% |
| 1Y | +20.1% | +27.0% | -6.9% | +16.9% |
| 3Y | +4.9% | +39.6% | -34.7% | -0.6% |
| 5Y | +5.0% | -14.4% | +19.4% | +2.9% |
| All | +5.0% | -12.1% | +17.1% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling