+340.5%
JCI vs LUV
+20.2%
+320.2%
-46.4%
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% | +1.8% |
| 7D | +0.7% | -1.0% | +1.7% | +1.0% |
| 30D | -4.4% | -12.4% | +7.9% | -0.3% |
| 3M | +1.7% | -11.0% | +12.7% | +5.1% |
| 6M | +8.8% | -5.0% | +13.8% | +9.2% |
| YTD | +22.6% | -3.8% | +26.4% | +21.3% |
| 1Y | +36.2% | +25.9% | +10.3% | +22.2% |
| 3Y | +168.0% | +42.2% | +125.8% | +119.6% |
| 5Y | +113.5% | -10.8% | +124.2% | +101.4% |
| All | +340.5% | +20.2% | +320.2% | +276.6% |
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