-5.8%
SLB vs LUV
+20.2%
-26.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.5% |
| 7D | -2.5% | -1.0% | -1.6% | -2.2% |
| 30D | +7.1% | -12.4% | +19.5% | +12.5% |
| 3M | +0.6% | -11.0% | +11.6% | +4.1% |
| 6M | +17.6% | -5.0% | +22.6% | +17.2% |
| YTD | +48.5% | -3.8% | +52.2% | +44.6% |
| 1Y | +59.4% | +25.9% | +33.5% | +37.2% |
| 3Y | -0.4% | +42.2% | -42.6% | -24.1% |
| 5Y | +133.8% | -10.8% | +144.5% | +114.3% |
| All | -5.8% | +20.2% | -26.1% | -20.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling