+36.6%
BP vs LUV
+57.3%
-20.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +6.8% | -11.0% | -2.4% |
| 7D | -8.4% | +6.8% | -15.2% | -6.6% |
| 30D | +2.2% | +10.9% | -8.7% | +5.3% |
| 3M | +8.8% | -4.2% | +13.0% | +8.9% |
| 6M | -0.5% | +22.1% | -22.7% | +4.7% |
| YTD | +36.2% | +13.8% | +22.4% | +41.1% |
| 1Y | +36.6% | +59.2% | -22.7% | +40.3% |
| All | +36.6% | +57.3% | -20.8% | +40.3% |
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