+41.7%
BE vs LUV
+58.6%
-16.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +6.8% | -13.2% | -9.2% |
| 7D | -12.1% | +6.8% | -18.9% | -14.9% |
| 30D | -30.1% | +10.9% | -41.0% | -33.3% |
| 3M | -12.1% | -4.2% | -7.9% | -10.7% |
| 6M | -30.6% | +22.1% | -52.7% | -35.1% |
| YTD | +130.6% | +13.8% | +116.8% | +119.1% |
| All | +41.7% | +58.6% | -16.8% | +5.5% |
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 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