+11,380.6%
LMT vs LUV
+4,377.3%
+7,003.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | -10.8% | -14.6% | +3.8% | -8.7% |
| 3M | +1.6% | -5.7% | +7.3% | +2.1% |
| 6M | -17.6% | -8.4% | -9.1% | -17.1% |
| YTD | +11.6% | -5.1% | +16.7% | +11.0% |
| 1Y | +17.2% | +26.6% | -9.3% | +11.3% |
| 3Y | +35.7% | +39.7% | -4.0% | +23.7% |
| 5Y | +75.2% | -12.0% | +87.2% | +68.5% |
| 10Y | +190.1% | +17.3% | +172.8% | +158.6% |
| All | +11,380.6% | +4,377.3% | +7,003.4% | +5,865.4% |
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