+22,107.8%
LLY vs LUV
+5,100.5%
+17,007.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | +6.7% | +1.1% | +5.6% | +6.6% |
| 30D | +19.6% | +14.2% | +5.3% | +16.9% |
| 3M | +19.7% | +0.6% | +19.1% | +19.4% |
| 6M | +42.7% | +15.1% | +27.7% | +38.4% |
| YTD | +35.1% | +10.2% | +24.9% | +30.9% |
| 1Y | +42.2% | +38.4% | +3.7% | +32.4% |
| 3Y | +140.8% | +107.5% | +33.3% | +103.6% |
| 5Y | +480.6% | +1.1% | +479.5% | +446.0% |
| 10Y | +2,061.9% | +16.0% | +2,045.8% | +1,773.4% |
| All | +22,107.8% | +5,100.5% | +17,007.3% | +7,151.5% |
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