+764.4%
FIX vs LUV
+41.1%
+723.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +1.3% |
| 7D | +6.0% | +0.4% | +5.6% | +5.9% |
| 30D | -7.2% | -18.4% | +11.2% | -1.9% |
| 3M | -15.9% | -3.2% | -12.6% | -15.1% |
| 6M | +12.7% | -14.8% | +27.6% | +16.8% |
| YTD | +72.8% | -2.9% | +75.6% | +71.6% |
| 1Y | +122.9% | +29.6% | +93.3% | +104.5% |
| All | +764.4% | +41.1% | +723.3% | +673.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling