-7.5%
IGV vs LUV
+57.3%
-64.9%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.8% | -6.0% | +0.5% |
| 7D | -7.5% | +6.8% | -14.2% | -7.8% |
| 30D | -5.6% | +10.9% | -16.5% | -6.2% |
| 3M | +1.5% | -4.2% | +5.8% | +1.5% |
| 6M | +17.1% | +22.1% | -5.0% | +16.2% |
| YTD | -2.0% | +13.8% | -15.8% | -2.2% |
| 1Y | -7.5% | +59.2% | -66.8% | -13.9% |
| All | -7.5% | +57.3% | -64.9% | -13.9% |
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