+2.7%
AA vs LUV
-14.7%
+17.3%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -10.7% | -14.6% | +3.9% | -4.5% |
| 3M | -26.2% | -5.7% | -20.5% | -25.0% |
| 6M | -20.9% | -8.4% | -12.5% | -20.0% |
| YTD | -8.6% | -5.1% | -3.5% | -11.2% |
| 1Y | +57.4% | +26.6% | +30.8% | +30.2% |
| 3Y | +77.8% | +39.7% | +38.1% | +32.2% |
| 5Y | +2.7% | -12.0% | +14.7% | -13.0% |
| All | +2.7% | -14.7% | +17.3% | -13.0% |
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