+990.2%
IBKR vs LUV
+20.2%
+970.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +1.7% |
| 7D | -1.3% | -1.0% | -0.4% | -1.0% |
| 30D | -0.2% | -12.4% | +12.1% | +4.0% |
| 3M | +3.0% | -11.0% | +13.9% | +6.4% |
| 6M | +33.9% | -5.0% | +38.8% | +34.9% |
| YTD | +42.5% | -3.8% | +46.3% | +41.7% |
| 1Y | +44.9% | +25.9% | +18.9% | +31.4% |
| 3Y | +293.0% | +42.2% | +250.8% | +228.5% |
| 5Y | +497.7% | -10.8% | +508.4% | +470.1% |
| All | +990.2% | +20.2% | +970.0% | +829.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling