+132,969.6%
UNH vs LUV
+4,377.3%
+128,592.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.2% | -0.1% | -3.1% | -3.2% |
| 30D | -3.5% | -14.6% | +11.1% | -0.2% |
| 3M | -4.2% | -5.7% | +1.5% | -3.3% |
| 6M | +38.3% | -8.4% | +46.7% | +39.5% |
| YTD | +19.2% | -5.1% | +24.3% | +18.3% |
| 1Y | +15.0% | +26.6% | -11.6% | +6.7% |
| 3Y | -14.5% | +39.7% | -54.2% | -24.9% |
| 5Y | +4.6% | -12.0% | +16.6% | -0.7% |
| 10Y | +241.1% | +17.3% | +223.8% | +186.1% |
| All | +132,969.6% | +4,377.3% | +128,592.4% | +27,746.1% |
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