+32.1%
SNOW vs LUV
+4.0%
+28.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.2% |
| 7D | +4.9% | +3.1% | +1.8% | +3.9% |
| 30D | +1.5% | -17.4% | +18.9% | +7.2% |
| 3M | +39.5% | -4.9% | +44.4% | +40.3% |
| 6M | +85.9% | -5.7% | +91.6% | +85.9% |
| YTD | +52.9% | -5.2% | +58.1% | +49.2% |
| 1Y | +48.1% | +24.1% | +24.0% | +29.0% |
| 3Y | +102.2% | +39.6% | +62.6% | +57.5% |
| 5Y | +5.5% | -12.5% | +17.9% | -3.0% |
| All | +32.1% | +4.0% | +28.2% | +25.6% |
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 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