+73.1%
BAC vs LUV
-11.9%
+85.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | 0.0% | -1.0% | +1.0% | +0.3% |
| 30D | -2.8% | -12.4% | +9.6% | +1.2% |
| 3M | +14.2% | -11.0% | +25.2% | +17.9% |
| 6M | +30.5% | -5.0% | +35.5% | +30.9% |
| YTD | +15.8% | -3.8% | +19.6% | +14.6% |
| 1Y | +26.2% | +25.9% | +0.2% | +13.2% |
| 3Y | +136.5% | +42.2% | +94.3% | +92.7% |
| All | +73.1% | -11.9% | +85.0% | +62.8% |
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