+10,545.1%
LIN vs LUV
+1,494.8%
+9,050.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -1.5% |
| 7D | -2.1% | +0.4% | -2.5% | -2.3% |
| 30D | -2.4% | -18.4% | +16.0% | +2.2% |
| 3M | -5.6% | -3.2% | -2.4% | -5.3% |
| 6M | -3.4% | -14.8% | +11.5% | -1.0% |
| YTD | +13.1% | -2.9% | +16.0% | +11.4% |
| 1Y | +2.5% | +29.6% | -27.1% | -6.3% |
| 3Y | +27.6% | +35.2% | -7.6% | +11.2% |
| 5Y | +63.0% | -11.7% | +74.7% | +55.0% |
| 10Y | +359.3% | +21.6% | +337.7% | +282.3% |
| All | +10,545.1% | +1,494.8% | +9,050.3% | +5,011.6% |
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