+1,623.2%
ACN vs LUV
+133.1%
+1,490.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.4% | -1.7% | -3.5% |
| 7D | -4.8% | +3.1% | -7.9% | -5.6% |
| 30D | +1.9% | -17.4% | +19.3% | +7.1% |
| 3M | +3.9% | -4.9% | +8.7% | +4.3% |
| 6M | -15.0% | -5.7% | -9.3% | -15.0% |
| YTD | -31.9% | -5.2% | -26.7% | -32.7% |
| 1Y | -28.5% | +24.1% | -52.6% | -34.8% |
| 3Y | -41.9% | +39.6% | -81.5% | -50.8% |
| 5Y | -42.9% | -12.5% | -30.4% | -45.9% |
| 10Y | +88.7% | +12.9% | +75.8% | +54.8% |
| All | +1,623.2% | +133.1% | +1,490.1% | +765.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling