-37.1%
DOW vs LUV
-11.9%
-25.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.4% | -3.5% | -2.4% |
| 7D | -1.4% | -1.0% | -0.4% | -1.2% |
| 30D | -3.9% | -12.4% | +8.4% | -1.2% |
| 3M | -12.7% | -11.0% | -1.7% | -11.2% |
| 6M | -13.7% | -5.0% | -8.7% | -15.3% |
| YTD | +28.4% | -3.8% | +32.2% | +23.5% |
| 1Y | +21.8% | +25.9% | -4.2% | +5.2% |
| 3Y | -35.7% | +42.2% | -77.9% | -47.8% |
| All | -37.1% | -11.9% | -25.2% | -41.5% |
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 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