+4,437.6%
LUV vs APA
+815.8%
+3,621.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.5% | +2.8% |
| 7D | +0.4% | +0.5% | -0.1% | +0.3% |
| 30D | -18.4% | +23.4% | -41.8% | -21.3% |
| 3M | -3.2% | +12.7% | -15.9% | -5.8% |
| 6M | -14.8% | +39.4% | -54.3% | -21.0% |
| YTD | -2.9% | +79.0% | -81.8% | -13.9% |
| 1Y | +29.6% | +88.8% | -59.2% | +13.1% |
| 3Y | +35.2% | +6.4% | +28.8% | +26.5% |
| 5Y | -11.7% | +153.0% | -164.7% | -30.5% |
| 10Y | +21.6% | +7.5% | +14.0% | -7.2% |
| All | +4,437.6% | +815.8% | +3,621.8% | +2,732.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling