+10,266.7%
RTX vs LUV
+4,484.9%
+5,781.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -1.3% |
| 7D | -5.2% | +0.4% | -5.6% | -5.3% |
| 30D | -9.4% | -18.4% | +9.0% | -4.2% |
| 3M | +12.3% | -3.2% | +15.5% | +12.6% |
| 6M | -3.1% | -14.8% | +11.7% | -0.1% |
| YTD | +10.7% | -2.9% | +13.5% | +8.9% |
| 1Y | +28.4% | +29.6% | -1.2% | +15.7% |
| 3Y | +147.1% | +35.2% | +111.9% | +110.3% |
| 5Y | +167.2% | -11.7% | +178.9% | +151.2% |
| 10Y | +274.7% | +21.6% | +253.1% | +213.0% |
| All | +10,266.7% | +4,484.9% | +5,781.8% | +3,135.5% |
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