+70.7%
NFLX vs LUV
+38.8%
+31.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | -0.1% | 0.0% |
| 7D | -8.1% | -0.1% | -8.0% | -8.1% |
| 30D | +1.6% | -14.6% | +16.2% | +2.5% |
| 3M | -7.3% | -5.7% | -1.6% | -7.2% |
| 6M | -21.6% | -8.4% | -13.2% | -21.4% |
| YTD | -18.9% | -5.1% | -13.8% | -19.4% |
| 1Y | -39.1% | +26.6% | -65.7% | -41.5% |
| All | +70.7% | +38.8% | +31.9% | +53.2% |
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