+100.6%
FLEX vs LUV
+27.4%
+73.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +1.4% | +5.8% | +6.6% |
| 7D | +5.7% | -1.0% | +6.7% | +6.1% |
| 30D | -7.0% | -12.4% | +5.3% | -1.5% |
| 3M | -23.8% | -11.0% | -12.8% | -19.7% |
| 6M | +82.6% | -5.0% | +87.6% | +85.0% |
| YTD | +91.6% | -3.8% | +95.4% | +91.8% |
| 1Y | +100.6% | +25.9% | +74.6% | +74.1% |
| All | +100.6% | +27.4% | +73.2% | +74.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling