+3,354.6%
ASX vs LUV
+241.1%
+3,113.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.2% | +3.2% |
| 7D | -9.1% | +6.6% | -15.7% | -10.9% |
| 30D | -23.6% | +11.2% | -34.8% | -26.3% |
| 3M | -5.6% | +3.6% | -9.3% | -6.9% |
| 6M | +4.7% | +13.1% | -8.5% | +0.3% |
| YTD | +122.6% | +13.6% | +109.0% | +109.5% |
| 1Y | +133.0% | +44.4% | +88.7% | +101.9% |
| 3Y | +367.1% | +113.2% | +253.9% | +237.9% |
| 5Y | +504.7% | +1.5% | +503.2% | +453.1% |
| 10Y | +887.2% | +20.2% | +867.1% | +681.6% |
| All | +3,354.6% | +241.1% | +3,113.5% | +1,350.0% |
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 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