+14,631.7%
SPGI vs LUV
+5,134.1%
+9,497.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.3% | -0.8% |
| 7D | -0.8% | +1.8% | -2.6% | -1.2% |
| 30D | +14.3% | +11.3% | +3.0% | +11.5% |
| 3M | +14.5% | +1.0% | +13.5% | +13.9% |
| 6M | +17.3% | +15.6% | +1.7% | +12.7% |
| YTD | -4.6% | +10.9% | -15.5% | -8.8% |
| 1Y | +0.8% | +38.1% | -37.3% | -8.5% |
| 3Y | +28.8% | +108.2% | -79.4% | +3.0% |
| 5Y | +14.0% | +1.7% | +12.2% | +5.6% |
| 10Y | +332.5% | +16.8% | +315.7% | +268.1% |
| All | +14,631.7% | +5,134.1% | +9,497.7% | +5,827.3% |
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 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