-40.4%
ACN vs LUV
+40.8%
-81.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.4% | +1.9% | +3.2% |
| 7D | -1.5% | -1.0% | -0.6% | -1.4% |
| 30D | +2.1% | -12.4% | +14.4% | +4.0% |
| 3M | +11.1% | -11.0% | +22.1% | +12.4% |
| 6M | -6.8% | -5.0% | -1.9% | -7.0% |
| YTD | -30.0% | -3.8% | -26.3% | -30.6% |
| 1Y | -23.1% | +25.9% | -49.0% | -27.9% |
| 3Y | -40.4% | +42.2% | -82.6% | -50.5% |
| All | -40.4% | +40.8% | -81.2% | -50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling