-35.9%
APP vs LUV
+24.6%
-60.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.1% | +1.5% |
| 7D | +0.9% | +0.4% | +0.5% | +0.7% |
| 30D | -23.3% | -18.4% | -4.9% | -18.2% |
| 3M | -42.6% | -3.2% | -39.4% | -41.5% |
| 6M | -33.6% | -14.8% | -18.8% | -30.8% |
| YTD | -52.4% | -2.9% | -49.6% | -52.5% |
| 1Y | -35.9% | +29.6% | -65.5% | -42.3% |
| All | -35.9% | +24.6% | -60.5% | -42.3% |
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