+8,590.7%
FIX vs LUV
+960.2%
+7,630.4%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.2% | +5.2% | +8.0% |
| 7D | -7.2% | +5.3% | -12.6% | -9.1% |
| 30D | -35.1% | +11.1% | -46.3% | -37.7% |
| 3M | -34.3% | -1.1% | -33.1% | -34.5% |
| 6M | -42.9% | +13.1% | -56.0% | -45.8% |
| YTD | +19.5% | +13.5% | +5.9% | +11.8% |
| 1Y | +16.8% | +45.2% | -28.5% | +0.7% |
| 3Y | +506.7% | +111.4% | +395.3% | +341.7% |
| 5Y | +1,046.7% | -0.9% | +1,047.6% | +949.3% |
| 10Y | +3,800.0% | +23.7% | +3,776.3% | +3,131.8% |
| All | +8,590.7% | +960.2% | +7,630.4% | +3,498.3% |
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