-10.4%
DOW vs LUV
-15.4%
+5.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.4% | +2.8% | +1.3% |
| 7D | -2.9% | +3.1% | -6.0% | -4.1% |
| 30D | +2.0% | -17.4% | +19.4% | +9.2% |
| 3M | -12.5% | -4.9% | -7.7% | -12.7% |
| 6M | -9.2% | -5.7% | -3.5% | -11.6% |
| YTD | +30.8% | -5.2% | +36.0% | +24.2% |
| 1Y | +29.4% | +24.1% | +5.3% | +7.0% |
| 3Y | -34.6% | +39.6% | -74.2% | -51.1% |
| 5Y | -35.9% | -12.5% | -23.5% | -41.8% |
| All | -10.4% | -15.4% | +5.0% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling