+223.9%
NXPI vs LUV
+20.2%
+203.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +3.9% |
| 7D | +3.9% | -1.0% | +4.8% | +4.3% |
| 30D | +1.4% | -12.4% | +13.7% | +6.9% |
| 3M | -21.5% | -11.0% | -10.5% | -18.1% |
| 6M | +19.4% | -5.0% | +24.4% | +20.1% |
| YTD | +9.9% | -3.8% | +13.7% | +7.9% |
| 1Y | +7.9% | +25.9% | -18.0% | -6.3% |
| 3Y | +22.7% | +42.2% | -19.6% | -3.5% |
| 5Y | +22.1% | -10.8% | +32.8% | +15.0% |
| All | +223.9% | +20.2% | +203.7% | +179.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling