+431.5%
LIN vs LUV
+15.9%
+415.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | +2.1% | +1.1% | +1.0% | +1.8% |
| 30D | +6.8% | +14.2% | -7.5% | +3.4% |
| 3M | +10.4% | +0.6% | +9.7% | +9.9% |
| 6M | +3.2% | +15.1% | -11.9% | -1.0% |
| YTD | +24.6% | +10.2% | +14.4% | +18.8% |
| 1Y | +24.4% | +38.4% | -14.1% | +11.6% |
| 3Y | +36.7% | +107.5% | -70.7% | +4.5% |
| 5Y | +67.0% | +1.1% | +65.9% | +54.6% |
| All | +431.5% | +15.9% | +415.6% | +354.5% |
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 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