+3,634.3%
REGN vs LUV
+2,465.9%
+1,168.4%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.9% |
| 7D | -5.6% | -1.0% | -4.6% | -5.3% |
| 30D | -2.0% | -12.4% | +10.4% | +1.7% |
| 3M | +28.0% | -11.0% | +38.9% | +31.6% |
| 6M | +1.2% | -5.0% | +6.1% | +1.4% |
| YTD | +1.6% | -3.8% | +5.4% | +0.4% |
| 1Y | +38.2% | +25.9% | +12.3% | +25.5% |
| 3Y | -5.4% | +42.2% | -47.6% | -20.5% |
| 5Y | +21.3% | -10.8% | +32.0% | +12.4% |
| 10Y | +105.2% | +19.0% | +86.2% | +52.9% |
| All | +3,634.3% | +2,465.9% | +1,168.4% | +770.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling