+958.5%
SLB vs LUV
+4,484.9%
-3,526.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -0.4% |
| 7D | +0.8% | +0.4% | +0.4% | +0.7% |
| 30D | +15.8% | -18.4% | +34.2% | +21.2% |
| 3M | -0.3% | -3.2% | +2.9% | -0.3% |
| 6M | +21.3% | -14.8% | +36.2% | +24.4% |
| YTD | +52.3% | -2.9% | +55.2% | +50.3% |
| 1Y | +63.6% | +29.6% | +34.0% | +50.1% |
| 3Y | +3.8% | +35.2% | -31.4% | -8.3% |
| 5Y | +128.6% | -11.7% | +140.3% | +119.6% |
| 10Y | -3.1% | +21.6% | -24.6% | -13.2% |
| All | +958.5% | +4,484.9% | -3,526.4% | +425.5% |
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 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