+5,500.1%
WMB vs LUV
+4,374.9%
+1,125.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.9% |
| 7D | +0.8% | +3.1% | -2.3% | -0.1% |
| 30D | +7.7% | -17.4% | +25.1% | +13.3% |
| 3M | +6.7% | -4.9% | +11.6% | +7.3% |
| 6M | +3.6% | -5.7% | +9.3% | +3.4% |
| YTD | +28.0% | -5.2% | +33.2% | +26.0% |
| 1Y | +37.6% | +24.1% | +13.5% | +24.8% |
| 3Y | +149.0% | +39.6% | +109.4% | +108.3% |
| 5Y | +285.3% | -12.5% | +297.8% | +259.5% |
| 10Y | +302.1% | +12.9% | +289.1% | +232.1% |
| All | +5,500.1% | +4,374.9% | +1,125.1% | +1,760.9% |
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