+295.4%
WMB vs LUV
+18.6%
+276.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -1.7% | -0.1% | -1.6% | -1.7% |
| 30D | +0.7% | -14.6% | +15.3% | +4.7% |
| 3M | +1.5% | -5.7% | +7.2% | +2.3% |
| 6M | +0.1% | -8.4% | +8.5% | +0.7% |
| YTD | +22.9% | -5.1% | +28.0% | +20.9% |
| 1Y | +27.9% | +26.6% | +1.3% | +14.8% |
| 3Y | +139.1% | +39.7% | +99.5% | +97.0% |
| 5Y | +270.9% | -12.0% | +282.9% | +248.1% |
| All | +295.4% | +18.6% | +276.8% | +244.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling