+11.3%
SBUX vs LUV
+40.8%
-29.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.8% |
| 7D | -5.5% | -1.0% | -4.5% | -5.3% |
| 30D | -8.5% | -12.4% | +3.9% | -5.8% |
| 3M | -2.9% | -11.0% | +8.1% | -0.7% |
| 6M | -1.5% | -5.0% | +3.4% | -1.3% |
| YTD | +19.4% | -3.8% | +23.2% | +18.1% |
| 1Y | +22.9% | +25.9% | -3.0% | +12.5% |
| 3Y | +11.3% | +42.2% | -30.9% | -11.7% |
| All | +11.3% | +40.8% | -29.5% | -11.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling