+3.7%
VALE vs LUV
+57.3%
-53.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.8% | -2.7% | +3.1% |
| 7D | -0.3% | +6.8% | -7.1% | -1.3% |
| 30D | -19.2% | +10.9% | -30.1% | -20.5% |
| 3M | -20.7% | -4.2% | -16.5% | -20.0% |
| 6M | -25.8% | +22.1% | -47.9% | -28.8% |
| YTD | -9.8% | +13.8% | -23.6% | -13.4% |
| 1Y | +3.7% | +59.2% | -55.6% | -8.6% |
| All | +3.7% | +57.3% | -53.7% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling