+632.7%
LUV vs WWD
+15,097.2%
-14,464.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.0% | -0.4% | -1.8% |
| 7D | +3.1% | +0.8% | +2.3% | +2.9% |
| 30D | -17.4% | -6.4% | -11.0% | -15.7% |
| 3M | -4.9% | -5.6% | +0.7% | -3.4% |
| 6M | -5.7% | -9.1% | +3.4% | -2.9% |
| YTD | -5.2% | +12.5% | -17.7% | -9.0% |
| 1Y | +24.1% | +41.3% | -17.2% | +10.3% |
| 3Y | +39.6% | +170.2% | -130.6% | -0.2% |
| 5Y | -12.5% | +192.5% | -205.0% | -39.6% |
| 10Y | +12.9% | +476.9% | -464.0% | -36.8% |
| All | +632.7% | +15,097.2% | -14,464.5% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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