+99.7%
TXN vs LUV
+57.3%
+42.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.8% | -7.2% | -1.7% |
| 7D | +1.0% | +6.8% | -5.8% | -0.4% |
| 30D | +6.1% | +10.9% | -4.8% | +3.9% |
| 3M | +10.4% | -4.2% | +14.6% | +11.0% |
| 6M | +12.6% | +22.1% | -9.6% | +8.6% |
| YTD | +83.5% | +13.8% | +69.6% | +77.8% |
| 1Y | +99.7% | +59.2% | +40.5% | +61.9% |
| All | +99.7% | +57.3% | +42.4% | +61.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling