+49.0%
REGN vs LUV
+57.3%
-8.4%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.8% | -11.2% | -5.1% |
| 7D | +14.4% | +6.8% | +7.6% | +13.5% |
| 30D | +28.1% | +10.9% | +17.2% | +26.3% |
| 3M | +22.5% | -4.2% | +26.7% | +23.1% |
| 6M | +31.6% | +22.1% | +9.4% | +27.0% |
| YTD | +21.0% | +13.8% | +7.2% | +17.6% |
| 1Y | +49.0% | +59.2% | -10.3% | +40.0% |
| All | +49.0% | +57.3% | -8.4% | +40.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling