+154,996.0%
KLAC vs LUV
+4,376.1%
+150,619.9%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +6.2% | +0.7% | +5.5% | +6.0% |
| 30D | -5.0% | -13.4% | +8.5% | 0.0% |
| 3M | -14.4% | -9.6% | -4.8% | -11.3% |
| 6M | +28.3% | -8.9% | +37.2% | +32.1% |
| YTD | +51.1% | -5.2% | +56.2% | +52.2% |
| 1Y | +100.4% | +27.0% | +73.3% | +81.4% |
| 3Y | +276.3% | +39.6% | +236.7% | +216.2% |
| 5Y | +452.1% | -14.4% | +466.5% | +441.9% |
| 10Y | +2,986.0% | +17.3% | +2,968.7% | +2,463.3% |
| All | +154,996.0% | +4,376.1% | +150,619.9% | +31,857.6% |
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