+22.7%
NXPI vs LUV
+40.8%
-18.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +4.0% |
| 7D | +3.9% | -1.0% | +4.8% | +4.2% |
| 30D | +1.4% | -12.4% | +13.7% | +6.0% |
| 3M | -21.5% | -11.0% | -10.5% | -18.6% |
| 6M | +19.4% | -5.0% | +24.4% | +20.1% |
| YTD | +9.9% | -3.8% | +13.7% | +8.1% |
| 1Y | +7.9% | +25.9% | -18.0% | -5.8% |
| 3Y | +22.7% | +42.2% | -19.6% | -9.2% |
| All | +22.7% | +40.8% | -18.1% | -9.2% |
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