+406.7%
BNY vs LUV
+20.2%
+386.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.4% |
| 7D | -1.3% | -1.0% | -0.4% | -1.0% |
| 30D | -0.2% | -12.4% | +12.2% | +4.1% |
| 3M | +14.9% | -11.0% | +25.9% | +18.7% |
| 6M | +40.0% | -5.0% | +45.0% | +40.2% |
| YTD | +42.0% | -3.8% | +45.8% | +40.1% |
| 1Y | +56.9% | +25.9% | +30.9% | +40.2% |
| 3Y | +289.9% | +42.2% | +247.6% | +215.6% |
| 5Y | +259.2% | -10.8% | +270.0% | +238.7% |
| All | +406.7% | +20.2% | +386.5% | +341.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling