+59.4%
FDX vs LUV
+38.7%
+20.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.3% | +0.7% | -3.0% | -2.5% |
| 30D | -4.9% | -13.4% | +8.6% | -1.2% |
| 3M | -6.5% | -9.6% | +3.1% | -4.4% |
| 6M | +6.7% | -8.9% | +15.6% | +8.2% |
| YTD | +33.9% | -5.2% | +39.0% | +33.6% |
| 1Y | +72.2% | +27.0% | +45.1% | +57.8% |
| All | +59.4% | +38.7% | +20.6% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling