-47.3%
DOCS vs LUV
+57.3%
-104.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.8% | -0.5% | +5.3% |
| 7D | +1.2% | +6.8% | -5.6% | +0.3% |
| 30D | +21.3% | +10.9% | +10.4% | +19.4% |
| 3M | +58.4% | -4.2% | +62.6% | +58.5% |
| 6M | +39.3% | +22.1% | +17.2% | +36.5% |
| YTD | -21.7% | +13.8% | -35.5% | -23.3% |
| 1Y | -47.3% | +59.2% | -106.6% | -49.3% |
| All | -47.3% | +57.3% | -104.7% | -49.3% |
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