+13.8%
KMB vs LUV
+18.6%
-4.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -7.7% | -0.1% | -7.6% | -7.7% |
| 30D | -8.2% | -14.6% | +6.4% | -7.1% |
| 3M | -1.9% | -5.7% | +3.8% | -1.5% |
| 6M | -0.7% | -8.4% | +7.8% | -0.2% |
| YTD | +1.4% | -5.1% | +6.5% | +1.3% |
| 1Y | -19.1% | +26.6% | -45.7% | -21.0% |
| 3Y | -12.6% | +39.7% | -52.3% | -16.4% |
| 5Y | -12.7% | -12.0% | -0.6% | -13.9% |
| All | +13.8% | +18.6% | -4.7% | +8.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling