+632.4%
GEV vs LUV
+44.7%
+587.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.4% | +2.2% | +3.2% |
| 7D | +1.6% | -1.0% | +2.6% | +1.9% |
| 30D | -7.9% | -12.4% | +4.4% | -4.3% |
| 3M | +5.6% | -11.0% | +16.6% | +9.1% |
| 6M | +13.1% | -5.0% | +18.0% | +13.8% |
| YTD | +46.7% | -3.8% | +50.5% | +45.0% |
| 1Y | +51.3% | +25.9% | +25.4% | +36.1% |
| All | +632.4% | +44.7% | +587.7% | +503.6% |
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