+39.6%
LUV vs AMC
-67.8%
+107.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -2.1% |
| 7D | +3.1% | -0.8% | +3.9% | +3.2% |
| 30D | -17.4% | -1.2% | -16.3% | -17.4% |
| 3M | -4.9% | +42.2% | -47.1% | -9.5% |
| 6M | -5.7% | +118.8% | -124.5% | -14.6% |
| YTD | -5.2% | +64.1% | -69.3% | -12.1% |
| 1Y | +24.1% | -9.5% | +33.7% | +21.0% |
| 3Y | +39.6% | -64.3% | +103.9% | +41.2% |
| All | +39.6% | -67.8% | +107.4% | +41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling