+58.9%
BNY vs LUV
+24.6%
+34.3%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.1% |
| 7D | +1.4% | +0.4% | +1.0% | +1.4% |
| 30D | +3.8% | -18.4% | +22.3% | +7.1% |
| 3M | +14.9% | -3.2% | +18.1% | +15.1% |
| 6M | +40.3% | -14.8% | +55.2% | +43.0% |
| YTD | +43.8% | -2.9% | +46.6% | +44.0% |
| 1Y | +58.9% | +29.6% | +29.3% | +53.0% |
| All | +58.9% | +24.6% | +34.3% | +53.0% |
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