+118.3%
ALL vs LUV
+112.4%
+5.9%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.4% | +1.9% |
| 7D | 0.0% | +1.8% | -1.8% | -0.2% |
| 30D | +12.8% | +11.3% | +1.5% | +11.8% |
| 3M | +4.7% | +1.0% | +3.6% | +4.4% |
| 6M | +24.9% | +15.6% | +9.3% | +22.7% |
| YTD | +30.0% | +10.9% | +19.1% | +27.6% |
| 1Y | +29.9% | +38.1% | -8.1% | +24.3% |
| All | +118.3% | +112.4% | +5.9% | +109.7% |
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