+4,901.1%
SNPS vs LUV
+1,733.6%
+3,167.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +2.3% | -7.7% | -6.0% |
| 7D | -11.0% | +0.4% | -11.4% | -11.1% |
| 30D | -1.7% | -18.4% | +16.7% | +3.2% |
| 3M | -20.4% | -3.2% | -17.1% | -20.2% |
| 6M | -8.6% | -14.8% | +6.2% | -5.8% |
| YTD | -16.2% | -2.9% | -13.3% | -17.4% |
| 1Y | -34.6% | +29.6% | -64.2% | -40.3% |
| 3Y | -14.5% | +35.2% | -49.7% | -25.5% |
| 5Y | +17.0% | -11.7% | +28.7% | +11.6% |
| 10Y | +560.0% | +21.6% | +538.5% | +439.6% |
| All | +4,901.1% | +1,733.6% | +3,167.6% | +1,449.8% |
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