+433.3%
KLAC vs LUV
-11.9%
+445.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.5% | +1.4% |
| 7D | -2.7% | -1.0% | -1.7% | -2.3% |
| 30D | -13.2% | -12.4% | -0.8% | -8.4% |
| 3M | -25.0% | -11.0% | -14.0% | -21.5% |
| 6M | +23.6% | -5.0% | +28.6% | +25.5% |
| YTD | +49.2% | -3.8% | +53.0% | +49.3% |
| 1Y | +89.3% | +25.9% | +63.4% | +69.7% |
| 3Y | +274.4% | +42.2% | +232.1% | +198.1% |
| All | +433.3% | -11.9% | +445.2% | +412.8% |
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