+1,008.4%
ASX vs LUV
+16.6%
+991.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.4% | -3.2% |
| 7D | +22.1% | +1.8% | +20.3% | +21.5% |
| 30D | -23.8% | +11.3% | -35.0% | -26.2% |
| 3M | -7.6% | +1.0% | -8.6% | -7.9% |
| 6M | +6.9% | +15.6% | -8.7% | +2.3% |
| YTD | +127.7% | +10.9% | +116.8% | +117.2% |
| 1Y | +144.5% | +38.1% | +106.4% | +117.6% |
| 3Y | +377.8% | +108.2% | +269.6% | +255.0% |
| 5Y | +498.2% | +1.7% | +496.5% | +450.2% |
| All | +1,008.4% | +16.6% | +991.7% | +796.7% |
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