+10,141.2%
RTX vs LUV
+5,134.1%
+5,007.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.7% | +1.2% | -0.7% |
| 7D | +3.4% | +1.8% | +1.6% | +2.9% |
| 30D | +8.4% | +11.3% | -2.9% | +4.9% |
| 3M | -10.7% | +1.0% | -11.7% | -11.3% |
| 6M | +11.7% | +15.6% | -3.9% | +6.0% |
| YTD | +9.3% | +10.9% | -1.6% | +3.3% |
| 1Y | +13.3% | +38.1% | -24.8% | +0.4% |
| 3Y | +156.1% | +108.2% | +47.9% | +92.2% |
| 5Y | +148.5% | +1.7% | +146.8% | +124.1% |
| 10Y | +263.6% | +16.8% | +246.8% | +205.8% |
| All | +10,141.2% | +5,134.1% | +5,007.2% | +2,969.1% |
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