+3,759.0%
FIX vs LUV
+21.0%
+3,738.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.3% | +4.7% | +4.9% |
| 7D | +6.4% | +0.1% | +6.3% | +6.7% |
| 30D | -29.1% | +14.0% | -43.1% | -33.3% |
| 3M | -31.1% | +2.6% | -33.7% | -32.4% |
| 6M | -42.8% | +17.3% | -60.1% | -47.2% |
| YTD | +24.6% | +14.0% | +10.7% | +14.1% |
| 1Y | +21.9% | +47.9% | -25.9% | -0.4% |
| 3Y | +524.9% | +114.0% | +411.0% | +299.7% |
| 5Y | +1,092.2% | +3.2% | +1,089.1% | +949.1% |
| 10Y | +3,759.0% | +20.0% | +3,739.0% | +3,046.9% |
| All | +3,759.0% | +21.0% | +3,738.1% | +3,046.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling