+45.9%
VALE vs LUV
+40.8%
+5.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.6% |
| 7D | -0.3% | -1.0% | +0.7% | -0.1% |
| 30D | +8.6% | -12.4% | +21.0% | +11.3% |
| 3M | +2.0% | -11.0% | +13.0% | +3.9% |
| 6M | +2.1% | -5.0% | +7.1% | +2.2% |
| YTD | +20.2% | -3.8% | +24.0% | +19.0% |
| 1Y | +55.2% | +25.9% | +29.2% | +44.8% |
| 3Y | +45.9% | +42.2% | +3.7% | +35.2% |
| All | +45.9% | +40.8% | +5.1% | +35.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling