+8,658.8%
WFC vs LUV
+4,440.9%
+4,217.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.4% |
| 7D | +0.4% | -1.0% | +1.3% | +0.7% |
| 30D | +1.5% | -12.4% | +13.9% | +6.3% |
| 3M | +10.2% | -11.0% | +21.2% | +14.3% |
| 6M | +18.8% | -5.0% | +23.8% | +19.1% |
| YTD | -1.5% | -3.8% | +2.3% | -2.6% |
| 1Y | +13.5% | +25.9% | -12.4% | +1.4% |
| 3Y | +135.0% | +42.2% | +92.7% | +92.6% |
| 5Y | +130.1% | -10.8% | +140.8% | +118.5% |
| 10Y | +144.1% | +19.0% | +125.1% | +103.8% |
| All | +8,658.8% | +4,440.9% | +4,217.9% | +2,104.4% |
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