+1,163.5%
C vs LUV
+4,484.9%
-3,321.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -1.3% |
| 7D | +3.6% | +0.4% | +3.2% | +3.4% |
| 30D | +0.1% | -18.4% | +18.5% | +8.8% |
| 3M | +2.4% | -3.2% | +5.6% | +3.3% |
| 6M | +24.9% | -14.8% | +39.8% | +31.8% |
| YTD | +19.8% | -2.9% | +22.7% | +18.5% |
| 1Y | +44.9% | +29.6% | +15.3% | +26.1% |
| 3Y | +263.0% | +35.2% | +227.8% | +196.0% |
| 5Y | +129.5% | -11.7% | +141.2% | +117.6% |
| 10Y | +291.6% | +21.6% | +270.0% | +212.6% |
| All | +1,163.5% | +4,484.9% | -3,321.3% | +169.3% |
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 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