+135.0%
DAL vs LUV
+13.2%
+121.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.8% | +0.7% | +0.1% | +0.2% |
| 30D | -11.7% | -13.4% | +1.7% | -0.4% |
| 3M | -2.7% | -9.6% | +6.8% | +5.3% |
| 6M | +30.7% | -8.9% | +39.6% | +39.4% |
| YTD | +14.4% | -5.2% | +19.5% | +14.9% |
| 1Y | +31.2% | +27.0% | +4.2% | +1.8% |
| 3Y | +99.4% | +39.6% | +59.8% | +30.1% |
| 5Y | +98.6% | -14.4% | +113.0% | +104.7% |
| 10Y | +135.0% | +17.3% | +117.7% | +101.1% |
| All | +135.0% | +13.2% | +121.8% | +101.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling