+22.8%
IGV vs LUV
-13.2%
+35.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.4% | -0.1% | -5.3% | -5.4% |
| 30D | -2.6% | -14.6% | +12.0% | +1.1% |
| 3M | +10.5% | -5.7% | +16.2% | +11.5% |
| 6M | +18.2% | -8.4% | +26.6% | +19.4% |
| YTD | -4.2% | -5.1% | +0.9% | -5.5% |
| 1Y | -9.8% | +26.6% | -36.4% | -18.9% |
| 3Y | +39.1% | +39.7% | -0.6% | +14.4% |
| All | +22.8% | -13.2% | +35.9% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling