+1.5%
SLB vs LUV
+38.7%
-37.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.3% |
| 7D | +0.4% | +3.1% | -2.7% | -0.1% |
| 30D | +13.6% | -17.4% | +31.0% | +17.6% |
| 3M | +1.5% | -4.9% | +6.4% | +1.6% |
| 6M | +23.0% | -5.7% | +28.7% | +22.8% |
| YTD | +51.2% | -5.2% | +56.4% | +49.5% |
| 1Y | +63.5% | +24.1% | +39.4% | +50.6% |
| All | +1.5% | +38.7% | -37.2% | -18.1% |
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