+36.6%
FXI vs LUV
+40.8%
-4.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.2% |
| 7D | -3.9% | -1.0% | -2.9% | -3.7% |
| 30D | -2.1% | -12.4% | +10.3% | -0.1% |
| 3M | -0.5% | -11.0% | +10.5% | +1.0% |
| 6M | -4.5% | -5.0% | +0.4% | -4.6% |
| YTD | -9.2% | -3.8% | -5.5% | -10.1% |
| 1Y | -13.8% | +25.9% | -39.7% | -19.2% |
| 3Y | +36.6% | +42.2% | -5.7% | +17.4% |
| All | +36.6% | +40.8% | -4.2% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling