+35.2%
LYFT vs LUV
+40.8%
-5.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.4% |
| 7D | -8.4% | -1.0% | -7.4% | -8.0% |
| 30D | -7.6% | -12.4% | +4.8% | -2.3% |
| 3M | +11.7% | -11.0% | +22.7% | +17.1% |
| 6M | +15.1% | -5.0% | +20.1% | +16.0% |
| YTD | -20.9% | -3.8% | -17.1% | -21.1% |
| 1Y | -16.4% | +25.9% | -42.3% | -27.3% |
| 3Y | +35.2% | +42.2% | -7.0% | -9.3% |
| All | +35.2% | +40.8% | -5.5% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 3y: compounded portfolio wealth divided by compounded LUV 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…
3y analysis · Full analysis span regression · 6 months rolling