-51.2%
FLUT vs LUV
-14.7%
-36.6%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -3.6% | -0.1% | -3.5% | -3.6% |
| 30D | -0.3% | -14.6% | +14.3% | +5.0% |
| 3M | -12.6% | -5.7% | -6.9% | -11.8% |
| 6M | -8.0% | -8.4% | +0.4% | -6.7% |
| YTD | -54.1% | -5.1% | -49.0% | -54.6% |
| 1Y | -66.1% | +26.6% | -92.7% | -70.0% |
| 3Y | -45.0% | +39.7% | -84.7% | -56.1% |
| 5Y | -51.2% | -12.0% | -39.2% | -54.4% |
| All | -51.2% | -14.7% | -36.6% | -54.4% |
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