-0.3%
BA vs LUV
-13.6%
+13.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.3% |
| 7D | +2.5% | +3.1% | -0.6% | +1.1% |
| 30D | -10.1% | -17.4% | +7.3% | -2.3% |
| 3M | -2.4% | -4.9% | +2.5% | -0.7% |
| 6M | -8.8% | -5.7% | -3.1% | -7.6% |
| YTD | -2.9% | -5.2% | +2.2% | -4.2% |
| 1Y | -8.8% | +24.1% | -32.9% | -22.0% |
| 3Y | -0.3% | +39.6% | -39.9% | -24.9% |
| 5Y | -0.3% | -12.5% | +12.2% | -1.3% |
| All | -0.3% | -13.6% | +13.3% | -1.3% |
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