+18.8%
JPM vs LUV
+27.4%
-8.6%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.7% | +0.5% |
| 7D | -0.7% | -1.0% | +0.3% | -0.5% |
| 30D | -2.5% | -12.4% | +9.9% | 0.0% |
| 3M | +14.1% | -11.0% | +25.1% | +16.3% |
| 6M | +25.1% | -5.0% | +30.1% | +25.0% |
| YTD | +12.1% | -3.8% | +15.9% | +12.8% |
| 1Y | +18.8% | +25.9% | -7.1% | +15.8% |
| All | +18.8% | +27.4% | -8.6% | +15.8% |
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