-46.2%
APP vs LUV
+27.8%
-74.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.3% | -2.2% |
| 7D | -4.4% | +0.7% | -5.0% | -4.6% |
| 30D | -10.0% | -13.4% | +3.4% | -6.1% |
| 3M | -41.4% | -9.6% | -31.8% | -39.1% |
| 6M | -41.0% | -8.9% | -32.1% | -39.1% |
| YTD | -54.7% | -5.2% | -49.6% | -54.5% |
| All | -46.2% | +27.8% | -74.0% | -51.2% |
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 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