+3.4%
SLB vs LUV
+111.1%
-107.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +1.6% |
| 7D | +3.5% | +1.1% | +2.4% | +3.3% |
| 30D | +6.5% | +14.2% | -7.7% | +3.8% |
| 3M | -0.2% | +0.6% | -0.9% | -0.6% |
| 6M | -5.7% | +15.1% | -20.8% | -9.4% |
| YTD | +36.8% | +10.2% | +26.6% | +31.2% |
| 1Y | +45.8% | +38.4% | +7.3% | +31.9% |
| 3Y | +3.4% | +107.5% | -104.1% | -15.6% |
| All | +3.4% | +111.1% | -107.7% | -15.6% |
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