+725.7%
FLEX vs LUV
-12.1%
+737.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.4% |
| 7D | +6.4% | +0.7% | +5.7% | +6.0% |
| 30D | -5.9% | -13.4% | +7.6% | +0.3% |
| 3M | -23.5% | -9.6% | -13.9% | -19.9% |
| 6M | +83.7% | -8.9% | +92.6% | +90.8% |
| YTD | +86.5% | -5.2% | +91.6% | +86.8% |
| 1Y | +100.5% | +27.0% | +73.5% | +75.3% |
| 3Y | +469.8% | +39.6% | +430.2% | +353.6% |
| 5Y | +725.7% | -14.4% | +740.1% | +703.8% |
| All | +725.7% | -12.1% | +737.7% | +703.8% |
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