-64.8%
AAL vs LUV
+20.2%
-85.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | -0.1% |
| 7D | -0.9% | -1.0% | 0.0% | 0.0% |
| 30D | -12.9% | -12.4% | -0.5% | -1.0% |
| 3M | -11.2% | -11.0% | -0.2% | -0.2% |
| 6M | +17.8% | -5.0% | +22.8% | +23.6% |
| YTD | -15.1% | -3.8% | -11.4% | -14.9% |
| 1Y | +0.5% | +25.9% | -25.5% | -24.1% |
| 3Y | -7.7% | +42.2% | -49.9% | -43.2% |
| 5Y | -31.3% | -10.8% | -20.6% | -28.9% |
| All | -64.8% | +20.2% | -85.0% | -68.3% |
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