+37,066.7%
VLO vs LUV
+4,374.9%
+32,691.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.4% | +5.7% | +3.9% |
| 7D | +5.8% | +3.1% | +2.7% | +4.9% |
| 30D | +28.3% | -17.4% | +45.8% | +34.3% |
| 3M | +48.7% | -4.9% | +53.6% | +49.3% |
| 6M | +71.9% | -5.7% | +77.6% | +70.3% |
| YTD | +138.7% | -5.2% | +143.8% | +133.7% |
| 1Y | +148.5% | +24.1% | +124.3% | +125.1% |
| 3Y | +192.7% | +39.6% | +153.1% | +149.2% |
| 5Y | +601.6% | -12.5% | +614.1% | +563.0% |
| 10Y | +900.2% | +12.9% | +887.2% | +785.0% |
| All | +37,066.7% | +4,374.9% | +32,691.7% | +16,781.2% |
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 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