+22.1%
ALNY vs LUV
+40.8%
-18.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.2% |
| 7D | -6.5% | -1.0% | -5.6% | -6.4% |
| 30D | +11.0% | -12.4% | +23.4% | +13.6% |
| 3M | -14.1% | -11.0% | -3.1% | -12.5% |
| 6M | -22.4% | -5.0% | -17.4% | -22.4% |
| YTD | -37.5% | -3.8% | -33.7% | -37.8% |
| 1Y | -46.9% | +25.9% | -72.8% | -50.3% |
| 3Y | +22.1% | +42.2% | -20.2% | -7.0% |
| All | +22.1% | +40.8% | -18.7% | -7.0% |
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 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