+51,606.1%
SCHW vs LUV
+4,377.3%
+47,228.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -2.8% | -0.1% | -2.7% | -2.7% |
| 30D | -0.1% | -14.6% | +14.6% | +6.7% |
| 3M | +20.6% | -5.7% | +26.3% | +22.3% |
| 6M | +15.9% | -8.4% | +24.4% | +17.5% |
| YTD | +8.5% | -5.1% | +13.6% | +6.3% |
| 1Y | +17.8% | +26.6% | -8.7% | +0.8% |
| 3Y | +88.5% | +39.7% | +48.9% | +44.6% |
| 5Y | +60.6% | -12.0% | +72.6% | +47.1% |
| 10Y | +298.0% | +17.3% | +280.7% | +196.3% |
| All | +51,606.1% | +4,377.3% | +47,228.9% | +8,310.9% |
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