+9,283.7%
UNP vs LUV
+4,374.9%
+4,908.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | +0.2% |
| 7D | -0.7% | +3.1% | -3.9% | -1.6% |
| 30D | -1.1% | -17.4% | +16.3% | +3.8% |
| 3M | +7.9% | -4.9% | +12.7% | +8.6% |
| 6M | +14.6% | -5.7% | +20.3% | +14.8% |
| YTD | +26.6% | -5.2% | +31.8% | +25.6% |
| 1Y | +35.6% | +24.1% | +11.4% | +24.5% |
| 3Y | +45.5% | +39.6% | +5.9% | +24.7% |
| 5Y | +50.0% | -12.5% | +62.5% | +42.6% |
| 10Y | +271.8% | +12.9% | +258.9% | +213.8% |
| All | +9,283.7% | +4,374.9% | +4,908.7% | +3,105.4% |
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