+18.3%
SNPS vs LUV
-14.7%
+32.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -5.5% | +0.7% | -6.1% | -5.6% |
| 30D | -4.5% | -13.4% | +9.0% | -1.5% |
| 3M | -15.5% | -9.6% | -5.9% | -14.0% |
| 6M | -10.1% | -8.9% | -1.2% | -9.0% |
| YTD | -16.3% | -5.2% | -11.1% | -17.2% |
| 1Y | -34.9% | +27.0% | -62.0% | -40.5% |
| 3Y | -14.4% | +39.6% | -54.0% | -27.1% |
| All | +18.3% | -14.7% | +32.9% | +12.3% |
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