-7.2%
JD vs LUV
+38.7%
-46.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | -3.0% | +0.7% | -3.6% | -3.1% |
| 30D | -19.3% | -13.4% | -5.9% | -17.3% |
| 3M | -6.0% | -9.6% | +3.6% | -5.0% |
| 6M | +1.8% | -8.9% | +10.7% | +2.4% |
| YTD | -2.6% | -5.2% | +2.6% | -3.7% |
| 1Y | -17.4% | +27.0% | -44.5% | -24.2% |
| All | -7.2% | +38.7% | -46.0% | -25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling