-51.7%
FIG vs LUV
+57.3%
-109.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +6.8% | -1.6% | +5.3% |
| 7D | -4.7% | +6.8% | -11.4% | -4.6% |
| 30D | +0.5% | +10.9% | -10.4% | +0.5% |
| 3M | -18.4% | -4.2% | -14.2% | -19.0% |
| 6M | +10.9% | +22.1% | -11.3% | +11.6% |
| YTD | -40.8% | +13.8% | -54.6% | -39.2% |
| 1Y | -51.7% | +59.2% | -110.9% | -54.6% |
| All | -51.7% | +57.3% | -109.0% | -54.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling