+1,250.3%
EWY vs LUV
+216.9%
+1,033.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.4% |
| 7D | +6.7% | +0.7% | +6.0% | +6.4% |
| 30D | +17.0% | -13.4% | +30.4% | +22.8% |
| 3M | +3.7% | -9.6% | +13.2% | +7.2% |
| 6M | +42.5% | -8.9% | +51.4% | +47.1% |
| YTD | +96.2% | -5.2% | +101.4% | +97.1% |
| 1Y | +160.4% | +27.0% | +133.3% | +135.2% |
| 3Y | +231.7% | +39.6% | +192.0% | +175.6% |
| 5Y | +153.3% | -14.4% | +167.7% | +142.7% |
| 10Y | +308.8% | +17.3% | +291.6% | +217.4% |
| All | +1,250.3% | +216.9% | +1,033.5% | +464.9% |
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