+953.3%
ASX vs LUV
+20.2%
+933.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.4% |
| 7D | +5.2% | -1.0% | +6.2% | +5.5% |
| 30D | +0.5% | -12.4% | +12.8% | +4.5% |
| 3M | +8.3% | -11.0% | +19.3% | +12.3% |
| 6M | +82.0% | -5.0% | +87.0% | +84.5% |
| YTD | +147.6% | -3.8% | +151.4% | +146.6% |
| 1Y | +258.8% | +25.9% | +232.9% | +227.3% |
| 3Y | +452.1% | +42.2% | +409.8% | +364.2% |
| 5Y | +441.7% | -10.8% | +452.5% | +416.5% |
| All | +953.3% | +20.2% | +933.0% | +818.0% |
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