+3,626.1%
ALL vs LUV
+719.5%
+2,906.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -1.8% |
| 7D | -1.7% | +3.1% | -4.8% | -2.5% |
| 30D | -4.7% | -17.4% | +12.7% | -0.1% |
| 3M | +18.4% | -4.9% | +23.2% | +18.9% |
| 6M | +20.5% | -5.7% | +26.2% | +20.3% |
| YTD | +23.5% | -5.2% | +28.7% | +22.1% |
| 1Y | +29.0% | +24.1% | +4.9% | +18.2% |
| 3Y | +153.7% | +39.6% | +114.1% | +116.2% |
| 5Y | +114.8% | -12.5% | +127.3% | +102.4% |
| 10Y | +356.1% | +12.9% | +343.2% | +278.4% |
| All | +3,626.1% | +719.5% | +2,906.7% | +1,547.0% |
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 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