-32.2%
AAL vs LUV
-14.7%
-17.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | -16.0% | -14.6% | -1.4% | -3.6% |
| 3M | -4.2% | -5.7% | +1.5% | +1.3% |
| 6M | +15.7% | -8.4% | +24.1% | +25.2% |
| YTD | -16.2% | -5.1% | -11.0% | -14.0% |
| 1Y | +0.2% | +26.6% | -26.4% | -21.4% |
| 3Y | -8.1% | +39.7% | -47.8% | -38.2% |
| 5Y | -32.2% | -12.0% | -20.2% | -25.9% |
| All | -32.2% | -14.7% | -17.5% | -25.9% |
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 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