+145.5%
LUV vs AMC
-98.1%
+243.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.3% | -2.0% | +2.1% |
| 7D | +0.4% | +2.3% | -1.9% | +0.3% |
| 30D | -18.4% | -0.7% | -17.7% | -18.4% |
| 3M | -3.2% | +35.2% | -38.4% | -5.1% |
| 6M | -14.8% | +124.6% | -139.4% | -18.5% |
| YTD | -2.9% | +69.9% | -72.7% | -6.1% |
| 1Y | +29.6% | -2.6% | +32.2% | +28.0% |
| 3Y | +35.2% | -79.8% | +115.0% | +38.0% |
| 5Y | -11.7% | -99.4% | +87.7% | -2.6% |
| 10Y | +21.6% | -98.9% | +120.5% | +29.7% |
| All | +145.5% | -98.1% | +243.6% | +128.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling