-7.2%
GLD vs LUV
+37.6%
-44.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | -4.6% | +1.1% | -5.7% | -4.7% |
| 30D | -5.5% | +14.2% | -19.7% | -6.8% |
| 3M | -10.9% | +0.6% | -11.5% | -11.2% |
| 6M | -17.4% | +15.1% | -32.5% | -18.9% |
| YTD | -10.3% | +10.2% | -20.5% | -12.0% |
| 1Y | -7.2% | +38.4% | -45.6% | -10.4% |
| All | -7.2% | +37.6% | -44.8% | -10.4% |
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 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