+82.2%
IVV vs LUV
-13.6%
+95.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.1% |
| 7D | +0.5% | +3.1% | -2.6% | -0.2% |
| 30D | -1.0% | -17.4% | +16.5% | +3.1% |
| 3M | +3.9% | -4.9% | +8.7% | +4.6% |
| 6M | +14.5% | -5.7% | +20.2% | +15.0% |
| YTD | +12.9% | -5.2% | +18.1% | +12.2% |
| 1Y | +19.4% | +24.1% | -4.8% | +10.6% |
| 3Y | +78.8% | +39.6% | +39.2% | +54.2% |
| 5Y | +82.2% | -12.5% | +94.7% | +73.5% |
| All | +82.2% | -13.6% | +95.8% | +73.5% |
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