+18,229.0%
WDC vs LUV
+4,374.9%
+13,854.1%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +3.1% |
| 7D | +6.0% | +3.1% | +2.9% | +4.7% |
| 30D | +9.9% | -17.4% | +27.4% | +18.3% |
| 3M | -9.4% | -4.9% | -4.5% | -7.9% |
| 6M | +94.7% | -5.7% | +100.4% | +98.1% |
| YTD | +177.4% | -5.2% | +182.5% | +178.0% |
| 1Y | +412.6% | +24.1% | +388.5% | +359.2% |
| 3Y | +1,359.8% | +39.6% | +1,320.2% | +1,092.8% |
| 5Y | +992.6% | -12.5% | +1,005.0% | +956.3% |
| 10Y | +1,245.5% | +12.9% | +1,232.6% | +1,045.1% |
| All | +18,229.0% | +4,374.9% | +13,854.1% | +3,431.9% |
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 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