+8.9%
DOCS vs LUV
+35.9%
-27.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.3% | -5.1% | -3.3% |
| 7D | -1.4% | +0.4% | -1.8% | -1.6% |
| 30D | +21.8% | -18.4% | +40.2% | +28.2% |
| 3M | +27.3% | -3.2% | +30.5% | +28.1% |
| 6M | -0.3% | -14.8% | +14.5% | +3.0% |
| YTD | -40.5% | -2.9% | -37.6% | -41.3% |
| 1Y | -61.5% | +29.6% | -91.1% | -65.5% |
| All | +8.9% | +35.9% | -27.0% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling