+16.8%
NXPI vs LUV
-14.7%
+31.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +0.7% | -0.1% | +0.8% | +0.7% |
| 30D | -4.2% | -14.6% | +10.4% | +2.1% |
| 3M | -20.4% | -5.7% | -14.7% | -18.9% |
| 6M | +12.5% | -8.4% | +20.9% | +14.9% |
| YTD | +5.2% | -5.1% | +10.4% | +3.6% |
| 1Y | +5.1% | +26.6% | -21.5% | -10.3% |
| 3Y | +17.7% | +39.7% | -22.0% | -10.1% |
| 5Y | +16.8% | -12.0% | +28.8% | +9.0% |
| All | +16.8% | -14.7% | +31.5% | +9.0% |
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