+4,328.8%
LUV vs APA
+832.5%
+3,496.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.7% |
| 7D | +3.1% | -1.7% | +4.8% | +3.3% |
| 30D | -17.4% | +15.7% | -33.2% | -19.5% |
| 3M | -4.9% | +16.5% | -21.3% | -7.9% |
| 6M | -5.7% | +35.1% | -40.8% | -12.0% |
| YTD | -5.2% | +82.2% | -87.4% | -16.2% |
| 1Y | +24.1% | +102.5% | -78.3% | +7.1% |
| 3Y | +39.6% | +10.3% | +29.3% | +29.9% |
| 5Y | -12.5% | +166.1% | -178.6% | -31.7% |
| 10Y | +12.9% | -4.9% | +17.8% | -12.4% |
| All | +4,328.8% | +832.5% | +3,496.3% | +2,656.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded APA 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling