+309.8%
BE vs LUV
+27.4%
+282.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.4% | +5.3% | +6.1% |
| 7D | +9.0% | -1.0% | +10.0% | +9.4% |
| 30D | +16.3% | -12.4% | +28.6% | +23.1% |
| 3M | +10.8% | -11.0% | +21.8% | +17.1% |
| 6M | +73.2% | -5.0% | +78.2% | +77.4% |
| YTD | +217.4% | -3.8% | +221.1% | +225.8% |
| 1Y | +309.8% | +25.9% | +283.9% | +259.4% |
| All | +309.8% | +27.4% | +282.4% | +259.4% |
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