+7,692.7%
EW vs LUV
+305.3%
+7,387.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | +4.9% | +1.1% | +3.8% | +4.7% |
| 30D | +23.9% | +14.2% | +9.7% | +20.5% |
| 3M | +15.8% | +0.6% | +15.1% | +15.4% |
| 6M | +31.7% | +15.1% | +16.6% | +27.1% |
| YTD | +25.7% | +10.2% | +15.5% | +21.3% |
| 1Y | +24.4% | +38.4% | -14.0% | +14.5% |
| 3Y | +65.9% | +107.5% | -41.6% | +34.6% |
| 5Y | -7.6% | +1.1% | -8.7% | -13.5% |
| 10Y | +253.2% | +16.0% | +237.2% | +204.4% |
| All | +7,692.7% | +305.3% | +7,387.4% | +4,776.5% |
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 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