+2,876.4%
FITB vs LUV
+4,374.9%
-1,498.5%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | +0.2% |
| 7D | +2.8% | +3.1% | -0.3% | +1.7% |
| 30D | -4.5% | -17.4% | +12.9% | +2.4% |
| 3M | +5.7% | -4.9% | +10.5% | +7.0% |
| 6M | +17.1% | -5.7% | +22.8% | +18.0% |
| YTD | +18.3% | -5.2% | +23.5% | +17.7% |
| 1Y | +23.9% | +24.1% | -0.2% | +10.8% |
| 3Y | +131.1% | +39.6% | +91.5% | +89.3% |
| 5Y | +71.1% | -12.5% | +83.6% | +64.9% |
| 10Y | +283.9% | +12.9% | +270.9% | +232.4% |
| All | +2,876.4% | +4,374.9% | -1,498.5% | +816.5% |
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 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