+106.8%
FAST vs LUV
-13.6%
+120.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | 0.0% |
| 7D | +1.3% | +3.1% | -1.8% | +0.7% |
| 30D | -4.7% | -17.4% | +12.7% | -1.5% |
| 3M | +7.9% | -4.9% | +12.8% | +8.5% |
| 6M | +7.4% | -5.7% | +13.1% | +7.7% |
| YTD | +25.1% | -5.2% | +30.3% | +24.6% |
| 1Y | +4.7% | +24.1% | -19.4% | -1.3% |
| 3Y | +94.7% | +39.6% | +55.1% | +73.2% |
| 5Y | +106.8% | -12.5% | +119.2% | +97.9% |
| All | +106.8% | -13.6% | +120.4% | +97.9% |
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 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