+99.6%
DE vs LUV
-11.9%
+111.5%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.7% |
| 7D | -2.6% | -1.0% | -1.6% | -2.3% |
| 30D | +9.0% | -12.4% | +21.4% | +12.3% |
| 3M | +19.1% | -11.0% | +30.1% | +22.2% |
| 6M | +14.4% | -5.0% | +19.4% | +14.7% |
| YTD | +45.9% | -3.8% | +49.7% | +44.1% |
| 1Y | +43.6% | +25.9% | +17.7% | +31.0% |
| 3Y | +75.9% | +42.2% | +33.6% | +47.5% |
| All | +99.6% | -11.9% | +111.5% | +91.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling