+297,723.7%
LRCX vs LUV
+4,376.1%
+293,347.6%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.4% |
| 7D | +9.5% | +0.7% | +8.9% | +9.2% |
| 30D | +3.1% | -13.4% | +16.5% | +9.0% |
| 3M | -3.4% | -9.6% | +6.2% | +0.5% |
| 6M | +49.7% | -8.9% | +58.6% | +55.1% |
| YTD | +84.9% | -5.2% | +90.0% | +87.0% |
| 1Y | +200.8% | +27.0% | +173.8% | +171.0% |
| 3Y | +385.1% | +39.6% | +345.4% | +302.8% |
| 5Y | +460.5% | -14.4% | +474.9% | +452.6% |
| 10Y | +3,866.3% | +17.3% | +3,849.0% | +3,186.5% |
| All | +297,723.7% | +4,376.1% | +293,347.6% | +58,244.1% |
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