+72.4%
UBER vs LUV
-16.8%
+89.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.8% |
| 7D | -5.4% | -1.0% | -4.4% | -5.0% |
| 30D | -4.9% | -12.4% | +7.5% | 0.0% |
| 3M | +3.0% | -11.0% | +14.0% | +7.1% |
| 6M | -4.4% | -5.0% | +0.6% | -4.1% |
| YTD | -12.3% | -3.8% | -8.5% | -14.0% |
| 1Y | -24.3% | +25.9% | -50.2% | -34.6% |
| 3Y | +46.4% | +42.2% | +4.2% | +11.6% |
| 5Y | +79.7% | -10.8% | +90.4% | +70.7% |
| All | +72.4% | -16.8% | +89.3% | +80.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling