+26.8%
ALL vs LUV
+25.6%
+1.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -4.3% | -0.1% | -4.2% | -4.3% |
| 30D | -3.6% | -14.6% | +11.0% | -3.7% |
| 3M | +13.2% | -5.7% | +18.9% | +12.5% |
| 6M | +22.5% | -8.4% | +30.9% | +22.1% |
| YTD | +22.7% | -5.1% | +27.9% | +22.4% |
| All | +26.8% | +25.6% | +1.1% | +24.0% |
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