+1,267.4%
KDP vs LUV
+297.1%
+970.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.7% |
| 7D | -0.8% | +1.1% | -1.9% | -0.9% |
| 30D | +9.7% | +14.2% | -4.5% | +7.5% |
| 3M | +17.6% | +0.6% | +17.0% | +17.4% |
| 6M | +25.8% | +15.1% | +10.7% | +22.7% |
| YTD | +33.9% | +10.2% | +23.7% | +30.3% |
| 1Y | +38.9% | +38.4% | +0.4% | +30.3% |
| 3Y | +26.8% | +107.5% | -80.7% | +8.3% |
| 5Y | +16.3% | +1.1% | +15.2% | +10.3% |
| 10Y | +248.1% | +16.0% | +232.1% | +200.2% |
| All | +1,267.4% | +297.1% | +970.3% | +609.0% |
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