+31.3%
NFLX vs LUV
-11.9%
+43.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.4% | +0.4% | +1.6% |
| 7D | -1.1% | -1.0% | -0.1% | -0.9% |
| 30D | +4.3% | -12.4% | +16.7% | +6.9% |
| 3M | -4.8% | -11.0% | +6.2% | -3.0% |
| 6M | -18.4% | -5.0% | -13.5% | -18.6% |
| YTD | -17.4% | -3.8% | -13.7% | -18.9% |
| 1Y | -35.7% | +25.9% | -61.6% | -41.6% |
| 3Y | +73.8% | +42.2% | +31.6% | +42.4% |
| All | +31.3% | -11.9% | +43.3% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling