+15.8%
LUV vs BUD
-22.8%
+38.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -0.1% | -3.2% | +3.1% | +1.6% |
| 30D | -14.6% | -3.7% | -10.9% | -12.9% |
| 3M | -5.7% | -4.4% | -1.3% | -3.6% |
| 6M | -8.4% | +7.7% | -16.2% | -12.2% |
| YTD | -5.1% | +23.1% | -28.2% | -15.4% |
| 1Y | +26.6% | +33.6% | -7.0% | +7.9% |
| 3Y | +39.7% | +44.7% | -5.0% | +10.7% |
| 5Y | -12.0% | +44.9% | -57.0% | -31.8% |
| All | +15.8% | -22.8% | +38.6% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling