-38.3%
DOCS vs LUV
+44.0%
-82.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -0.6% | +6.6% | -7.2% | -1.7% |
| 30D | +6.3% | +11.2% | -4.9% | +4.3% |
| 3M | +26.5% | +3.6% | +22.8% | +25.3% |
| 6M | +24.8% | +13.1% | +11.6% | +22.3% |
| YTD | -26.8% | +13.6% | -40.4% | -28.9% |
| 1Y | -38.3% | +44.4% | -82.7% | -41.6% |
| All | -38.3% | +44.0% | -82.3% | -41.6% |
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