+572.5%
SNPS vs LUV
+20.2%
+552.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.4% | -0.3% |
| 7D | +0.9% | -1.0% | +1.9% | +1.1% |
| 30D | -3.6% | -12.4% | +8.7% | -1.0% |
| 3M | -12.9% | -11.0% | -1.9% | -11.0% |
| 6M | -8.2% | -5.0% | -3.2% | -7.9% |
| YTD | -15.4% | -3.8% | -11.6% | -16.4% |
| 1Y | -9.3% | +25.9% | -35.2% | -16.1% |
| 3Y | -14.0% | +42.2% | -56.2% | -25.2% |
| 5Y | +19.5% | -10.8% | +30.3% | +14.1% |
| All | +572.5% | +20.2% | +552.3% | +495.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling