+108.4%
B vs LUV
+0.4%
+108.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.7% | -0.4% | -2.8% |
| 7D | -6.2% | +1.8% | -8.0% | -6.4% |
| 30D | -6.6% | +11.3% | -17.9% | -7.9% |
| 3M | -7.9% | +1.0% | -8.9% | -8.1% |
| 6M | -16.8% | +15.6% | -32.4% | -18.3% |
| YTD | -11.7% | +10.9% | -22.6% | -13.3% |
| 1Y | +3.5% | +38.1% | -34.6% | -0.5% |
| 3Y | +165.7% | +108.2% | +57.5% | +145.6% |
| 5Y | +108.4% | +1.7% | +106.7% | +98.1% |
| All | +108.4% | +0.4% | +108.0% | +98.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling