-1.5%
BAC vs LUV
+57.3%
-58.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.8% | -2.9% | +2.5% |
| 7D | +1.5% | +6.8% | -5.3% | +0.1% |
| 30D | -4.4% | +10.9% | -15.3% | -6.6% |
| 3M | -17.5% | -4.2% | -13.3% | -17.1% |
| 6M | -0.1% | +22.1% | -22.2% | -4.9% |
| YTD | -4.6% | +13.8% | -18.4% | -7.2% |
| 1Y | -1.5% | +59.2% | -60.8% | -7.7% |
| All | -1.5% | +57.3% | -58.8% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling