+46.1%
DE vs LUV
+57.3%
-11.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.8% | -5.2% | +1.0% |
| 7D | +5.6% | +6.8% | -1.2% | +4.9% |
| 30D | -0.8% | +10.9% | -11.8% | -1.9% |
| 3M | +9.8% | -4.2% | +14.1% | +10.3% |
| 6M | +17.5% | +22.1% | -4.6% | +16.1% |
| YTD | +46.5% | +13.8% | +32.6% | +42.1% |
| 1Y | +46.1% | +59.2% | -13.1% | +37.8% |
| All | +46.1% | +57.3% | -11.2% | +37.8% |
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