+146.5%
ASX vs LUV
+57.3%
+89.2%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.8% | -10.8% | -5.9% |
| 7D | -14.6% | +6.8% | -21.4% | -16.3% |
| 30D | -21.1% | +10.9% | -32.0% | -23.5% |
| 3M | -3.1% | -4.2% | +1.2% | -1.6% |
| 6M | +17.4% | +22.1% | -4.8% | +12.4% |
| YTD | +135.3% | +13.8% | +121.5% | +124.5% |
| 1Y | +146.5% | +59.2% | +87.3% | +105.2% |
| All | +146.5% | +57.3% | +89.2% | +105.2% |
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