-43.5%
ACN vs LUV
-14.7%
-28.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -7.9% | -0.1% | -7.8% | -7.9% |
| 30D | -1.1% | -14.6% | +13.5% | +2.1% |
| 3M | +5.6% | -5.7% | +11.3% | +6.0% |
| 6M | -9.9% | -8.4% | -1.5% | -9.4% |
| YTD | -32.3% | -5.1% | -27.2% | -33.0% |
| 1Y | -25.3% | +26.6% | -51.9% | -31.5% |
| 3Y | -42.3% | +39.7% | -81.9% | -50.7% |
| 5Y | -43.5% | -12.0% | -31.5% | -47.3% |
| All | -43.5% | -14.7% | -28.8% | -47.3% |
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 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