+139.3%
SLB vs LUV
-12.1%
+151.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -1.9% | +0.7% | -2.5% | -2.0% |
| 30D | +7.8% | -13.4% | +21.2% | +11.3% |
| 3M | +2.7% | -9.6% | +12.3% | +4.3% |
| 6M | +22.2% | -8.9% | +31.1% | +23.2% |
| YTD | +51.1% | -5.2% | +56.2% | +49.3% |
| 1Y | +63.3% | +27.0% | +36.3% | +48.3% |
| 3Y | +2.4% | +39.6% | -37.2% | -12.6% |
| 5Y | +139.3% | -14.4% | +153.8% | +130.1% |
| All | +139.3% | -12.1% | +151.4% | +130.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling