+26.0%
C vs LUV
+57.3%
-31.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.8% | -5.2% | -0.6% |
| 7D | +1.1% | +6.8% | -5.7% | -1.1% |
| 30D | -2.4% | +10.9% | -13.4% | -5.8% |
| 3M | -8.4% | -4.2% | -4.1% | -7.3% |
| 6M | +0.3% | +22.1% | -21.8% | -6.7% |
| YTD | +9.1% | +13.8% | -4.7% | +5.7% |
| 1Y | +26.0% | +59.2% | -33.2% | +9.3% |
| All | +26.0% | +57.3% | -31.3% | +9.3% |
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