+615.0%
F vs LUV
+4,484.9%
-3,869.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.3% | -0.8% | +0.6% |
| 7D | +5.3% | +0.4% | +4.9% | +5.1% |
| 30D | +4.6% | -18.4% | +23.0% | +12.4% |
| 3M | -3.7% | -3.2% | -0.4% | -3.2% |
| 6M | +16.8% | -14.8% | +31.7% | +22.3% |
| YTD | +15.3% | -2.9% | +18.1% | +13.7% |
| 1Y | +31.0% | +29.6% | +1.4% | +15.9% |
| 3Y | +45.4% | +35.2% | +10.2% | +21.2% |
| 5Y | +54.7% | -11.7% | +66.3% | +49.5% |
| 10Y | +98.2% | +21.6% | +76.6% | +62.8% |
| All | +615.0% | +4,484.9% | -3,869.9% | +77.8% |
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