-41.7%
ACHR vs LUV
-11.9%
-29.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +1.0% | +1.5% |
| 7D | -2.3% | -1.0% | -1.3% | -1.7% |
| 30D | -11.3% | -12.4% | +1.1% | -3.9% |
| 3M | +5.3% | -11.0% | +16.3% | +12.1% |
| 6M | -13.2% | -5.0% | -8.2% | -12.2% |
| YTD | -25.8% | -3.8% | -22.0% | -27.9% |
| 1Y | -34.3% | +25.9% | -60.2% | -47.5% |
| 3Y | -19.9% | +42.2% | -62.2% | -46.7% |
| All | -41.7% | -11.9% | -29.8% | -47.9% |
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