+352.5%
AAOI vs LUV
+24.6%
+327.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.3% | +2.8% | +4.9% |
| 7D | -0.7% | +0.4% | -1.1% | -0.7% |
| 30D | -17.9% | -18.4% | +0.5% | -16.4% |
| 3M | -48.0% | -3.2% | -44.8% | -47.1% |
| 6M | +5.8% | -14.8% | +20.7% | +2.8% |
| YTD | +202.7% | -2.9% | +205.6% | +184.4% |
| 1Y | +352.5% | +29.6% | +322.9% | +258.8% |
| All | +352.5% | +24.6% | +327.9% | +258.8% |
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