-12.8%
KMB vs LUV
+38.7%
-51.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | 0.0% | -4.1% | -4.1% |
| 7D | -8.6% | +0.7% | -9.3% | -8.6% |
| 30D | -7.5% | -13.4% | +5.9% | -6.8% |
| 3M | -0.6% | -9.6% | +9.0% | 0.0% |
| 6M | -1.5% | -8.9% | +7.4% | -1.3% |
| YTD | +1.6% | -5.2% | +6.8% | +1.7% |
| 1Y | -20.8% | +27.0% | -47.8% | -21.5% |
| All | -12.8% | +38.7% | -51.5% | -19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling