+150.2%
ALL vs LUV
+40.8%
+109.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.7% |
| 7D | -2.3% | -1.0% | -1.3% | -2.2% |
| 30D | -0.4% | -12.4% | +11.9% | +0.5% |
| 3M | +16.0% | -11.0% | +27.0% | +16.7% |
| 6M | +24.6% | -5.0% | +29.5% | +24.2% |
| YTD | +23.7% | -3.8% | +27.4% | +22.8% |
| 1Y | +27.7% | +25.9% | +1.8% | +22.8% |
| 3Y | +150.2% | +42.2% | +108.0% | +133.2% |
| All | +150.2% | +40.8% | +109.5% | +133.2% |
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 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