+71.0%
UBER vs LUV
-18.0%
+89.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -7.0% | +0.7% | -7.7% | -7.3% |
| 30D | -8.9% | -13.4% | +4.5% | -3.7% |
| 3M | +1.0% | -9.6% | +10.6% | +4.2% |
| 6M | -3.7% | -8.9% | +5.2% | -1.9% |
| YTD | -13.0% | -5.2% | -7.9% | -14.3% |
| 1Y | -25.5% | +27.0% | -52.6% | -36.0% |
| 3Y | +50.5% | +39.6% | +10.8% | +15.5% |
| 5Y | +76.2% | -14.4% | +90.6% | +70.2% |
| All | +71.0% | -18.0% | +89.0% | +80.1% |
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