+19.3%
ARM vs LUV
+57.3%
-38.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +6.8% | -12.1% | -8.3% |
| 7D | -18.7% | +6.8% | -25.5% | -21.2% |
| 30D | -36.7% | +10.9% | -47.6% | -39.7% |
| 3M | -31.6% | -4.2% | -27.4% | -30.7% |
| 6M | -5.6% | +22.1% | -27.8% | -13.3% |
| YTD | +75.5% | +13.8% | +61.6% | +64.4% |
| 1Y | +19.3% | +59.2% | -39.9% | +8.1% |
| All | +19.3% | +57.3% | -38.0% | +8.1% |
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