+532.2%
BE vs LUV
-0.2%
+532.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.6% |
| 7D | +10.8% | +1.1% | +9.7% | +10.4% |
| 30D | -19.8% | +14.2% | -34.0% | -25.6% |
| 3M | -18.7% | +0.6% | -19.3% | -18.9% |
| 6M | -33.7% | +15.1% | -48.8% | -38.2% |
| YTD | +121.0% | +10.2% | +110.8% | +103.6% |
| 1Y | +85.4% | +38.4% | +47.0% | +49.5% |
| 3Y | +1,709.5% | +107.5% | +1,602.0% | +839.1% |
| All | +532.2% | -0.2% | +532.4% | +471.2% |
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