+12,471.5%
FIX vs LUV
+807.3%
+11,664.2%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +1.1% |
| 7D | +6.0% | +0.4% | +5.6% | +5.8% |
| 30D | -7.2% | -18.4% | +11.2% | -1.0% |
| 3M | -15.9% | -3.2% | -12.6% | -15.2% |
| 6M | +12.7% | -14.8% | +27.6% | +18.1% |
| YTD | +72.8% | -2.9% | +75.6% | +71.3% |
| 1Y | +122.9% | +29.6% | +93.3% | +100.0% |
| 3Y | +774.3% | +35.2% | +739.1% | +640.7% |
| 5Y | +2,049.5% | -11.7% | +2,061.2% | +1,952.2% |
| 10Y | +5,821.5% | +21.6% | +5,799.9% | +4,876.3% |
| All | +12,471.5% | +807.3% | +11,664.2% | +5,410.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling