+176.4%
VRTX vs LUV
-14.7%
+191.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -6.4% | +0.7% | -7.1% | -6.5% |
| 30D | -0.5% | -13.4% | +12.9% | +0.7% |
| 3M | +16.9% | -9.6% | +26.5% | +17.8% |
| 6M | +13.1% | -8.9% | +22.0% | +13.6% |
| YTD | +14.9% | -5.2% | +20.1% | +14.8% |
| 1Y | +31.4% | +27.0% | +4.4% | +27.8% |
| 3Y | +51.9% | +39.6% | +12.3% | +44.0% |
| All | +176.4% | -14.7% | +191.0% | +174.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling