+1,115.2%
DIA vs LUV
+499.8%
+615.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.5% |
| 7D | +0.1% | +3.1% | -3.1% | -0.8% |
| 30D | -2.1% | -17.4% | +15.4% | +2.8% |
| 3M | +4.2% | -4.9% | +9.0% | +5.1% |
| 6M | +11.9% | -5.7% | +17.6% | +12.5% |
| YTD | +10.8% | -5.2% | +16.0% | +10.3% |
| 1Y | +17.5% | +24.1% | -6.6% | +8.3% |
| 3Y | +59.9% | +39.6% | +20.3% | +37.7% |
| 5Y | +64.1% | -12.5% | +76.6% | +56.5% |
| 10Y | +246.2% | +12.9% | +233.3% | +191.5% |
| All | +1,115.2% | +499.8% | +615.4% | +455.8% |
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 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