+29.6%
LUV vs BDX
+27.3%
+2.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +2.8% |
| 7D | +0.4% | -2.5% | +2.9% | +1.3% |
| 30D | -18.4% | +8.3% | -26.7% | -21.0% |
| 3M | -3.2% | +24.4% | -27.6% | -12.1% |
| 6M | -14.8% | +9.2% | -24.0% | -17.8% |
| YTD | -2.9% | +22.7% | -25.6% | -11.5% |
| 1Y | +29.6% | +25.9% | +3.7% | +19.0% |
| All | +29.6% | +27.3% | +2.3% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling