+11,498.3%
LIN vs LUV
+1,763.7%
+9,734.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.2% | -3.2% | 0.0% |
| 7D | +0.1% | +5.3% | -5.2% | -1.2% |
| 30D | +7.6% | +11.1% | -3.6% | +4.7% |
| 3M | +6.5% | -1.1% | +7.7% | +6.4% |
| 6M | +6.2% | +13.1% | -6.9% | +2.2% |
| YTD | +23.2% | +13.5% | +9.7% | +16.7% |
| 1Y | +25.4% | +45.2% | -19.8% | +11.6% |
| 3Y | +38.3% | +111.4% | -73.1% | +7.9% |
| 5Y | +64.4% | -0.9% | +65.4% | +52.2% |
| 10Y | +417.3% | +23.7% | +393.6% | +328.9% |
| All | +11,498.3% | +1,763.7% | +9,734.6% | +5,254.6% |
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