+4,394.1%
LUV vs BBY
+76,035.1%
-71,641.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +0.8% |
| 7D | -1.0% | +0.6% | -1.5% | -1.1% |
| 30D | -12.4% | +9.4% | -21.8% | -14.0% |
| 3M | -11.0% | +19.3% | -30.3% | -14.2% |
| 6M | -5.0% | +47.9% | -52.9% | -12.6% |
| YTD | -3.8% | +39.6% | -43.3% | -10.6% |
| 1Y | +25.9% | +22.2% | +3.7% | +19.9% |
| 3Y | +42.2% | +45.0% | -2.7% | +29.4% |
| 5Y | -10.8% | +2.6% | -13.3% | -14.6% |
| 10Y | +19.0% | +250.5% | -231.5% | -10.8% |
| All | +4,394.1% | +76,035.1% | -71,641.1% | +1,384.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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