+1,821.9%
BA vs LUV
+4,484.9%
-2,663.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.3% | -1.5% | 0.0% |
| 7D | +1.2% | +0.4% | +0.7% | +1.0% |
| 30D | -11.6% | -18.4% | +6.8% | -5.2% |
| 3M | -2.4% | -3.2% | +0.8% | -1.6% |
| 6M | -6.6% | -14.8% | +8.2% | -2.3% |
| YTD | -2.2% | -2.9% | +0.6% | -3.5% |
| 1Y | -8.0% | +29.6% | -37.6% | -18.4% |
| 3Y | -5.0% | +35.2% | -40.2% | -19.4% |
| 5Y | -2.7% | -11.7% | +9.0% | -4.8% |
| 10Y | +75.9% | +21.6% | +54.3% | +60.5% |
| All | +1,821.9% | +4,484.9% | -2,663.0% | +486.9% |
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