-10.6%
BITO vs LUV
-12.9%
+2.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.5% |
| 7D | -3.4% | -1.0% | -2.5% | -3.1% |
| 30D | +21.4% | -12.4% | +33.8% | +26.4% |
| 3M | +20.5% | -11.0% | +31.5% | +24.2% |
| 6M | +7.4% | -5.0% | +12.4% | +7.4% |
| YTD | -13.9% | -3.8% | -10.1% | -16.0% |
| 1Y | -35.1% | +25.9% | -61.0% | -43.5% |
| 3Y | +156.8% | +42.2% | +114.6% | +100.2% |
| All | -10.6% | -12.9% | +2.3% | -9.5% |
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 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