+280.3%
DOCN vs LUV
+25.9%
+254.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -2.4% | +15.0% | +13.2% |
| 7D | +16.3% | +3.1% | +13.2% | +15.3% |
| 30D | +2.0% | -17.4% | +19.5% | +6.8% |
| 3M | -25.2% | -4.9% | -20.3% | -24.7% |
| 6M | +132.7% | -5.7% | +138.4% | +130.7% |
| YTD | +163.3% | -5.2% | +168.5% | +160.7% |
| 1Y | +280.3% | +24.1% | +256.2% | +193.5% |
| All | +280.3% | +25.9% | +254.5% | +193.5% |
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