+2,067.0%
FLUT vs LUV
+256.2%
+1,810.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.9% |
| 7D | +3.8% | +3.1% | +0.7% | +3.5% |
| 30D | +6.3% | -17.4% | +23.7% | +8.5% |
| 3M | -4.0% | -4.9% | +0.8% | -3.8% |
| 6M | -10.3% | -5.7% | -4.6% | -10.1% |
| YTD | -53.2% | -5.2% | -48.0% | -53.2% |
| 1Y | -65.0% | +24.1% | -89.2% | -66.0% |
| 3Y | -43.9% | +39.6% | -83.5% | -46.6% |
| 5Y | -49.2% | -12.5% | -36.8% | -50.4% |
| 10Y | -9.2% | +12.9% | -22.1% | -12.7% |
| All | +2,067.0% | +256.2% | +1,810.8% | +1,889.9% |
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