+2,185.6%
FIX vs LUV
-13.6%
+2,199.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.4% | +4.8% | +3.1% |
| 7D | +6.1% | +3.1% | +2.9% | +5.0% |
| 30D | -2.7% | -17.4% | +14.8% | +3.1% |
| 3M | -10.9% | -4.9% | -6.1% | -9.7% |
| 6M | +29.0% | -5.7% | +34.7% | +30.5% |
| YTD | +76.9% | -5.2% | +82.1% | +76.6% |
| 1Y | +130.7% | +24.1% | +106.6% | +111.1% |
| 3Y | +790.7% | +39.6% | +751.1% | +648.2% |
| 5Y | +2,185.6% | -12.5% | +2,198.0% | +2,120.6% |
| All | +2,185.6% | -13.6% | +2,199.2% | +2,120.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling