+790.6%
B vs LUV
+4,374.9%
-3,584.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.4% |
| 7D | +2.3% | +3.1% | -0.8% | +2.3% |
| 30D | +1.4% | -17.4% | +18.8% | +1.6% |
| 3M | +12.2% | -4.9% | +17.1% | +12.3% |
| 6M | -2.1% | -5.7% | +3.6% | -2.1% |
| YTD | +2.9% | -5.2% | +8.1% | +3.0% |
| 1Y | +55.3% | +24.1% | +31.2% | +55.0% |
| 3Y | +198.7% | +39.6% | +159.1% | +197.5% |
| 5Y | +153.8% | -12.5% | +166.2% | +152.8% |
| 10Y | +193.4% | +12.9% | +180.5% | +193.0% |
| All | +790.6% | +4,374.9% | -3,584.3% | +1,001.7% |
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 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