+6,034.5%
FIX vs LUV
+13.2%
+6,021.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | +3.5% | +0.7% | +2.9% | +3.2% |
| 30D | -3.5% | -13.4% | +9.9% | +2.2% |
| 3M | -11.8% | -9.6% | -2.2% | -8.4% |
| 6M | +17.8% | -8.9% | +26.7% | +21.0% |
| YTD | +73.3% | -5.2% | +78.5% | +72.4% |
| 1Y | +128.1% | +27.0% | +101.1% | +99.2% |
| 3Y | +772.7% | +39.6% | +733.0% | +582.4% |
| 5Y | +2,166.4% | -14.4% | +2,180.9% | +2,066.1% |
| 10Y | +6,034.5% | +17.3% | +6,017.2% | +5,462.6% |
| All | +6,034.5% | +13.2% | +6,021.3% | +5,462.6% |
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 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