+726.6%
EXPE vs LUV
+269.5%
+457.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.9% |
| 7D | -0.5% | +1.1% | -1.6% | -1.1% |
| 30D | -6.1% | +14.2% | -20.3% | -12.0% |
| 3M | -21.3% | +0.6% | -21.9% | -21.4% |
| 6M | +19.0% | +15.1% | +3.9% | +10.1% |
| YTD | -8.4% | +10.2% | -18.6% | -16.2% |
| 1Y | -2.8% | +38.4% | -41.2% | -21.0% |
| 3Y | +120.8% | +107.5% | +13.3% | +36.4% |
| 5Y | +46.2% | +1.1% | +45.1% | +32.4% |
| 10Y | +123.8% | +16.0% | +107.8% | +81.0% |
| All | +726.6% | +269.5% | +457.1% | +238.0% |
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