+47.9%
DE vs LUV
+24.6%
+23.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.3% |
| 7D | +10.0% | +0.4% | +9.6% | +10.0% |
| 30D | +13.3% | -18.4% | +31.7% | +15.7% |
| 3M | +17.5% | -3.2% | +20.7% | +18.5% |
| 6M | +13.6% | -14.8% | +28.4% | +14.6% |
| YTD | +49.8% | -2.9% | +52.6% | +48.0% |
| 1Y | +47.9% | +29.6% | +18.3% | +39.5% |
| All | +47.9% | +24.6% | +23.3% | +39.5% |
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