+1,460.9%
BA vs LUV
+5,257.9%
-3,797.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.2% | -4.8% | -2.0% |
| 7D | -1.7% | +5.3% | -7.0% | -3.6% |
| 30D | -9.5% | +11.1% | -20.6% | -13.0% |
| 3M | -26.5% | -1.1% | -25.3% | -26.6% |
| 6M | -27.4% | +13.1% | -40.5% | -31.0% |
| YTD | -20.6% | +13.5% | -34.1% | -26.1% |
| 1Y | -11.4% | +45.2% | -56.7% | -24.5% |
| 3Y | -10.8% | +111.4% | -122.2% | -35.4% |
| 5Y | -21.9% | -0.9% | -21.0% | -26.9% |
| 10Y | +28.1% | +23.7% | +4.4% | +14.5% |
| All | +1,460.9% | +5,257.9% | -3,797.0% | +349.5% |
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