+1,480.5%
BA vs LUV
+5,278.7%
-3,798.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.3% | +0.5% |
| 7D | -1.4% | +0.1% | -1.5% | -1.5% |
| 30D | -7.9% | +14.0% | -21.9% | -12.3% |
| 3M | -25.2% | +2.6% | -27.8% | -26.2% |
| 6M | -26.7% | +17.3% | -44.0% | -31.2% |
| YTD | -19.6% | +14.0% | -33.6% | -25.3% |
| 1Y | -10.6% | +47.9% | -58.5% | -24.3% |
| 3Y | -11.2% | +114.0% | -125.2% | -35.9% |
| 5Y | -20.4% | +3.2% | -23.6% | -26.5% |
| 10Y | +26.8% | +20.0% | +6.7% | +14.1% |
| All | +1,480.5% | +5,278.7% | -3,798.3% | +354.5% |
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