+250.9%
UAL vs LUV
+227.5%
+23.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.7% | -3.3% | -3.0% |
| 7D | +0.7% | +1.8% | -1.1% | -1.1% |
| 30D | +7.8% | +11.3% | -3.5% | -4.3% |
| 3M | -11.1% | +1.0% | -12.1% | -12.0% |
| 6M | +16.1% | +15.6% | +0.5% | -1.1% |
| YTD | -0.5% | +10.9% | -11.4% | -15.9% |
| 1Y | +11.3% | +38.1% | -26.8% | -27.1% |
| 3Y | +192.8% | +108.2% | +84.6% | +5.1% |
| 5Y | +123.3% | +1.7% | +121.5% | +86.7% |
| 10Y | +84.6% | +16.8% | +67.9% | +30.7% |
| All | +250.9% | +227.5% | +23.4% | -26.6% |
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