-3.7%
FISV vs LUV
+57.3%
-61.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.8% | -0.6% | +5.3% |
| 7D | +29.6% | +6.8% | +22.9% | +28.5% |
| 30D | +34.5% | +10.9% | +23.6% | +32.5% |
| 3M | +11.2% | -4.2% | +15.5% | +11.1% |
| 6M | -1.2% | +22.1% | -23.4% | -4.1% |
| YTD | -7.6% | +13.8% | -21.4% | -7.9% |
| 1Y | -3.7% | +59.2% | -63.0% | -10.5% |
| All | -3.7% | +57.3% | -61.1% | -10.5% |
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 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