+282.8%
WMB vs LUV
-14.7%
+297.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | 0.0% | +0.7% | -0.7% | -0.1% |
| 30D | +4.6% | -13.4% | +18.0% | +6.5% |
| 3M | +5.7% | -9.6% | +15.3% | +6.8% |
| 6M | +4.2% | -8.9% | +13.1% | +4.7% |
| YTD | +26.8% | -5.2% | +32.0% | +25.7% |
| 1Y | +34.7% | +27.0% | +7.6% | +26.3% |
| 3Y | +146.8% | +39.6% | +107.2% | +119.4% |
| All | +282.8% | -14.7% | +297.5% | +267.6% |
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