-14.4%
LUV vs BUD
+44.7%
-59.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +1.1% |
| 7D | +0.7% | -1.3% | +2.0% | +1.3% |
| 30D | -13.4% | -6.1% | -7.3% | -10.8% |
| 3M | -9.6% | -3.8% | -5.8% | -8.1% |
| 6M | -8.9% | +8.2% | -17.1% | -12.5% |
| YTD | -5.2% | +23.6% | -28.7% | -14.5% |
| 1Y | +27.0% | +33.4% | -6.4% | +10.3% |
| 3Y | +39.6% | +45.3% | -5.7% | +13.0% |
| 5Y | -14.4% | +44.3% | -58.7% | -31.9% |
| All | -14.4% | +44.7% | -59.1% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling