+384.6%
NVDA vs LUV
+40.8%
+343.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | -0.3% |
| 7D | -5.1% | -1.0% | -4.2% | -5.0% |
| 30D | -2.5% | -12.4% | +9.9% | 0.0% |
| 3M | +6.7% | -11.0% | +17.7% | +8.8% |
| 6M | +17.6% | -5.0% | +22.6% | +17.9% |
| YTD | +17.3% | -3.8% | +21.1% | +16.4% |
| 1Y | +23.5% | +25.9% | -2.4% | +14.8% |
| 3Y | +384.6% | +42.2% | +342.4% | +297.2% |
| All | +384.6% | +40.8% | +343.9% | +297.2% |
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