+3,552.3%
ASX vs LUV
+191.8%
+3,360.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | -0.6% |
| 7D | -0.7% | +0.4% | -1.1% | -0.9% |
| 30D | +2.0% | -18.4% | +20.4% | +9.0% |
| 3M | -1.3% | -3.2% | +1.9% | -0.3% |
| 6M | +71.4% | -14.8% | +86.3% | +80.1% |
| YTD | +135.3% | -2.9% | +138.2% | +133.5% |
| 1Y | +267.5% | +29.6% | +237.9% | +228.9% |
| 3Y | +388.5% | +35.2% | +353.3% | +312.3% |
| 5Y | +417.1% | -11.7% | +428.8% | +393.6% |
| 10Y | +872.7% | +21.6% | +851.2% | +661.8% |
| All | +3,552.3% | +191.8% | +3,360.5% | +1,515.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling