+39,971.8%
SBUX vs LUV
+1,626.6%
+38,345.2%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -1.9% | -0.9% |
| 7D | -5.5% | -1.0% | -4.5% | -5.2% |
| 30D | -8.5% | -12.4% | +3.9% | -5.1% |
| 3M | -2.9% | -11.0% | +8.1% | -0.1% |
| 6M | -1.5% | -5.0% | +3.4% | -1.2% |
| YTD | +19.4% | -3.8% | +23.2% | +18.0% |
| 1Y | +22.9% | +25.9% | -3.0% | +12.0% |
| 3Y | +11.3% | +42.2% | -30.9% | -5.5% |
| 5Y | -6.9% | -10.8% | +3.9% | -11.2% |
| 10Y | +125.4% | +19.0% | +106.4% | +86.3% |
| All | +39,971.8% | +1,626.6% | +38,345.2% | +14,129.5% |
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