+11,653.3%
VRTX vs LUV
+2,713.7%
+8,939.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.5% |
| 7D | -3.4% | +3.1% | -6.5% | -4.2% |
| 30D | +6.6% | -17.4% | +24.0% | +11.7% |
| 3M | +19.4% | -4.9% | +24.3% | +20.3% |
| 6M | +15.8% | -5.7% | +21.5% | +16.2% |
| YTD | +16.7% | -5.2% | +21.8% | +15.8% |
| 1Y | +33.8% | +24.1% | +9.7% | +23.2% |
| 3Y | +54.2% | +39.6% | +14.6% | +31.1% |
| 5Y | +176.4% | -12.5% | +188.8% | +158.9% |
| 10Y | +443.5% | +12.9% | +430.6% | +330.1% |
| All | +11,653.3% | +2,713.7% | +8,939.7% | +4,069.4% |
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