+22,282.0%
SYK vs LUV
+4,377.3%
+17,904.7%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -12.3% | -0.1% | -12.2% | -12.3% |
| 30D | -22.4% | -14.6% | -7.8% | -19.6% |
| 3M | -12.3% | -5.7% | -6.6% | -11.4% |
| 6M | -24.3% | -8.4% | -15.9% | -23.5% |
| YTD | -22.8% | -5.1% | -17.6% | -23.2% |
| 1Y | -28.8% | +26.6% | -55.4% | -34.1% |
| 3Y | -4.0% | +39.7% | -43.7% | -16.0% |
| 5Y | +3.8% | -12.0% | +15.9% | -0.4% |
| 10Y | +172.8% | +17.3% | +155.5% | +134.7% |
| All | +22,282.0% | +4,377.3% | +17,904.7% | +5,083.8% |
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