+977.1%
BE vs LUV
-17.1%
+994.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | 0.0% | -2.9% | -2.9% |
| 7D | +23.9% | +0.7% | +23.3% | +23.5% |
| 30D | +27.8% | -13.4% | +41.3% | +37.5% |
| 3M | +3.7% | -9.6% | +13.3% | +9.5% |
| 6M | +78.0% | -8.9% | +86.9% | +85.5% |
| YTD | +209.9% | -5.2% | +215.1% | +210.0% |
| 1Y | +389.6% | +27.0% | +362.6% | +318.4% |
| 3Y | +1,730.6% | +39.6% | +1,691.0% | +1,270.2% |
| 5Y | +1,227.8% | -14.4% | +1,242.2% | +1,189.8% |
| All | +977.1% | -17.1% | +994.2% | +1,013.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling