+52.7%
EFA vs LUV
-11.9%
+64.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.7% |
| 7D | -1.5% | -1.0% | -0.6% | -1.3% |
| 30D | -1.7% | -12.4% | +10.7% | +1.1% |
| 3M | +3.5% | -11.0% | +14.5% | +5.8% |
| 6M | +9.5% | -5.0% | +14.4% | +9.9% |
| YTD | +12.9% | -3.8% | +16.7% | +12.2% |
| 1Y | +18.2% | +25.9% | -7.7% | +10.3% |
| 3Y | +64.8% | +42.2% | +22.6% | +43.8% |
| All | +52.7% | -11.9% | +64.6% | +45.5% |
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