+205.2%
LUV vs NDAQ
+2,327.9%
-2,122.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.2% | +2.8% |
| 7D | +0.4% | -2.4% | +2.9% | +1.1% |
| 30D | -18.4% | +2.5% | -20.9% | -19.0% |
| 3M | -3.2% | +9.9% | -13.1% | -6.0% |
| 6M | -14.8% | +9.4% | -24.3% | -17.3% |
| YTD | -2.9% | +0.4% | -3.3% | -3.8% |
| 1Y | +29.6% | +4.0% | +25.6% | +27.0% |
| 3Y | +35.2% | +94.4% | -59.2% | +11.8% |
| 5Y | -11.7% | +56.7% | -68.4% | -23.4% |
| 10Y | +21.6% | +375.3% | -353.7% | -20.6% |
| All | +205.2% | +2,327.9% | -2,122.7% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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