+416.0%
LRCX vs LUV
-11.9%
+428.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.4% | -0.6% |
| 7D | -3.1% | -1.0% | -2.1% | -2.7% |
| 30D | -8.6% | -12.4% | +3.8% | -3.2% |
| 3M | -17.7% | -11.0% | -6.7% | -13.5% |
| 6M | +36.4% | -5.0% | +41.3% | +39.1% |
| YTD | +74.5% | -3.8% | +78.3% | +75.2% |
| 1Y | +159.4% | +25.9% | +133.5% | +132.0% |
| 3Y | +361.6% | +42.2% | +319.3% | +266.8% |
| All | +416.0% | -11.9% | +428.0% | +399.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling