+14.4%
FIX vs LUV
+57.3%
-42.9%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +6.8% | -21.9% | -16.8% |
| 7D | -18.9% | +6.8% | -25.7% | -20.6% |
| 30D | -36.3% | +10.9% | -47.2% | -38.3% |
| 3M | -38.5% | -4.2% | -34.3% | -37.6% |
| 6M | -42.3% | +22.1% | -64.4% | -45.7% |
| YTD | +17.1% | +13.8% | +3.3% | +8.9% |
| 1Y | +14.4% | +59.2% | -44.9% | -12.0% |
| All | +14.4% | +57.3% | -42.9% | -12.0% |
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