-52.9%
NVO vs LUV
+40.8%
-93.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.6% | -2.4% |
| 7D | -7.6% | -1.0% | -6.6% | -7.4% |
| 30D | -6.0% | -12.4% | +6.4% | -3.8% |
| 3M | -0.8% | -11.0% | +10.2% | +0.9% |
| 6M | +16.5% | -5.0% | +21.4% | +16.5% |
| YTD | -11.1% | -3.8% | -7.3% | -11.9% |
| 1Y | -16.7% | +25.9% | -42.6% | -21.8% |
| 3Y | -52.9% | +42.2% | -95.2% | -57.1% |
| All | -52.9% | +40.8% | -93.7% | -57.1% |
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