+916.1%
WDC vs LUV
-11.9%
+928.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.4% | -3.5% |
| 7D | -4.3% | -1.0% | -3.3% | -4.0% |
| 30D | -1.5% | -12.4% | +10.9% | +3.7% |
| 3M | -15.5% | -11.0% | -4.5% | -11.8% |
| 6M | +66.5% | -5.0% | +71.4% | +68.6% |
| YTD | +159.9% | -3.8% | +163.6% | +158.9% |
| 1Y | +366.0% | +25.9% | +340.0% | +313.9% |
| 3Y | +1,285.8% | +42.2% | +1,243.6% | +1,002.9% |
| All | +916.1% | -11.9% | +928.0% | +890.9% |
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