+418.8%
META vs LUV
+13.2%
+405.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.5% | +6.5% |
| 7D | +10.3% | +0.7% | +9.6% | +10.1% |
| 30D | +9.9% | -13.4% | +23.3% | +14.4% |
| 3M | +11.9% | -9.6% | +21.5% | +14.6% |
| 6M | +1.2% | -8.9% | +10.1% | +2.8% |
| YTD | -0.8% | -5.2% | +4.4% | -0.9% |
| 1Y | -14.3% | +27.0% | -41.4% | -21.5% |
| 3Y | +121.4% | +39.6% | +81.7% | +90.8% |
| 5Y | +74.5% | -14.4% | +88.9% | +69.2% |
| 10Y | +418.8% | +17.3% | +401.6% | +366.8% |
| All | +418.8% | +13.2% | +405.6% | +366.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling