+15.8%
LUV vs AMC
-98.9%
+114.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +0.2% |
| 7D | +0.7% | -6.8% | +7.5% | +0.9% |
| 30D | -13.4% | +1.7% | -15.1% | -13.5% |
| 3M | -9.6% | +26.8% | -36.4% | -11.0% |
| 6M | -8.9% | +117.7% | -126.6% | -12.5% |
| YTD | -5.2% | +57.7% | -62.8% | -7.8% |
| 1Y | +27.0% | -12.5% | +39.5% | +26.2% |
| 3Y | +39.6% | -65.7% | +105.4% | +40.2% |
| 5Y | -14.4% | -99.5% | +85.1% | -6.2% |
| All | +15.8% | -98.9% | +114.7% | +13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling