+2.1%
AAL vs LUV
+24.6%
-22.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.1% | -0.5% |
| 7D | -3.7% | +0.4% | -4.2% | -4.1% |
| 30D | -20.8% | -18.4% | -2.4% | -7.8% |
| 3M | -1.3% | -3.2% | +1.9% | +2.6% |
| 6M | +5.4% | -14.8% | +20.2% | +17.3% |
| YTD | -14.4% | -2.9% | -11.5% | -9.0% |
| 1Y | +2.1% | +29.6% | -27.5% | -13.8% |
| All | +2.1% | +24.6% | -22.5% | -13.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling