-9.3%
LHX vs LUV
+57.3%
-66.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +6.8% | -13.3% | -6.5% |
| 7D | -0.3% | +6.8% | -7.1% | -0.4% |
| 30D | +9.7% | +10.9% | -1.3% | +9.3% |
| 3M | -8.5% | -4.2% | -4.3% | -8.4% |
| 6M | -15.1% | +22.1% | -37.2% | -16.4% |
| YTD | -10.4% | +13.8% | -24.3% | -10.7% |
| 1Y | -9.3% | +59.2% | -68.5% | -7.6% |
| All | -9.3% | +57.3% | -66.6% | -7.6% |
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 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