+1,090.4%
LUV vs RY
+11,191.3%
-10,100.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.6% | +3.9% |
| 7D | +6.6% | -0.6% | +7.2% | +7.1% |
| 30D | +11.2% | +6.1% | +5.0% | +7.9% |
| 3M | +3.6% | -3.4% | +7.0% | +5.7% |
| 6M | +13.1% | +12.8% | +0.4% | +6.5% |
| YTD | +13.6% | +21.0% | -7.4% | +3.4% |
| 1Y | +44.4% | +40.5% | +3.9% | +21.7% |
| 3Y | +113.2% | +159.9% | -46.7% | +31.1% |
| 5Y | +1.5% | +125.0% | -123.4% | -32.7% |
| 10Y | +20.2% | +350.6% | -330.4% | -41.6% |
| All | +1,090.4% | +11,191.3% | -10,100.9% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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