+21.8%
GDXJ vs LUV
+57.3%
-35.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +6.8% | +2.8% | +7.5% |
| 7D | -0.2% | +6.8% | -7.0% | -2.0% |
| 30D | -7.6% | +10.9% | -18.5% | -10.3% |
| 3M | +2.3% | -4.2% | +6.5% | +3.0% |
| 6M | -7.8% | +22.1% | -30.0% | -12.7% |
| YTD | -8.4% | +13.8% | -22.2% | -12.2% |
| 1Y | +21.8% | +59.2% | -37.5% | -0.3% |
| All | +21.8% | +57.3% | -35.5% | -0.3% |
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