+985.8%
ASX vs LUV
+15.9%
+969.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.8% |
| 7D | +12.4% | +1.1% | +11.3% | +12.1% |
| 30D | -19.8% | +14.2% | -34.0% | -23.1% |
| 3M | -10.3% | +0.6% | -10.9% | -10.5% |
| 6M | +1.2% | +15.1% | -13.8% | -3.0% |
| YTD | +123.0% | +10.2% | +112.8% | +113.2% |
| 1Y | +145.4% | +38.4% | +107.0% | +118.2% |
| 3Y | +368.6% | +107.5% | +261.1% | +248.6% |
| 5Y | +486.0% | +1.1% | +484.9% | +440.1% |
| All | +985.8% | +15.9% | +969.9% | +780.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling