+41.5%
DLR vs LUV
-14.7%
+56.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | -2.9% | -14.6% | +11.8% | +0.1% |
| 3M | +3.2% | -5.7% | +8.9% | +4.2% |
| 6M | +3.9% | -8.4% | +12.3% | +5.0% |
| YTD | +21.4% | -5.1% | +26.6% | +21.2% |
| 1Y | +9.7% | +26.6% | -16.9% | +3.1% |
| 3Y | +56.5% | +39.7% | +16.9% | +39.1% |
| 5Y | +41.5% | -12.0% | +53.5% | +34.0% |
| All | +41.5% | -14.7% | +56.2% | +34.0% |
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