+1,054.9%
LUV vs RY
+11,185.2%
-10,130.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | +1.1% | +0.6% | +0.5% | +0.8% |
| 30D | +14.2% | +5.0% | +9.2% | +11.5% |
| 3M | +0.6% | -5.3% | +5.9% | +3.8% |
| 6M | +15.1% | +13.8% | +1.2% | +7.8% |
| YTD | +10.2% | +21.0% | -10.8% | +0.3% |
| 1Y | +38.4% | +40.5% | -2.1% | +16.7% |
| 3Y | +107.5% | +159.7% | -52.2% | +27.6% |
| 5Y | +1.1% | +124.3% | -123.2% | -32.9% |
| 10Y | +16.0% | +351.6% | -335.6% | -43.6% |
| All | +1,054.9% | +11,185.2% | -10,130.3% | +80.2% |
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