+50.5%
B vs LUV
+27.8%
+22.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.6% | -2.5% |
| 7D | -5.0% | -0.1% | -4.9% | -5.0% |
| 30D | +8.7% | -14.6% | +23.3% | +12.3% |
| 3M | +17.3% | -5.7% | +23.0% | +18.3% |
| 6M | -5.0% | -8.4% | +3.4% | -4.6% |
| YTD | +1.4% | -5.1% | +6.6% | +1.7% |
| 1Y | +50.5% | +26.6% | +23.9% | +39.8% |
| All | +50.5% | +27.8% | +22.7% | +39.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling