+36.2%
LIN vs LUV
+98.4%
-62.1%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.1% |
| 7D | +0.2% | +4.8% | -4.6% | -0.3% |
| 30D | +6.5% | +6.5% | -0.1% | +5.7% |
| 3M | +5.5% | -4.9% | +10.3% | +5.9% |
| 6M | +3.3% | +8.1% | -4.8% | +2.2% |
| YTD | +22.0% | +9.0% | +13.0% | +19.5% |
| 1Y | +25.7% | +43.6% | -17.8% | +18.6% |
| 3Y | +36.2% | +101.4% | -65.2% | +25.2% |
| All | +36.2% | +98.4% | -62.1% | +25.2% |
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