+2,614.7%
LITE vs LUV
+13.2%
+2,601.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.0% | +1.1% |
| 7D | +13.6% | +0.7% | +12.9% | +13.2% |
| 30D | +21.6% | -13.4% | +35.0% | +28.2% |
| 3M | +20.3% | -9.6% | +29.9% | +24.4% |
| 6M | +54.4% | -8.9% | +63.3% | +57.7% |
| YTD | +168.3% | -5.2% | +173.5% | +166.3% |
| 1Y | +551.8% | +27.0% | +524.8% | +473.5% |
| 3Y | +1,891.5% | +39.6% | +1,851.9% | +1,529.7% |
| 5Y | +1,014.7% | -14.4% | +1,029.1% | +960.0% |
| 10Y | +2,614.7% | +17.3% | +2,597.5% | +2,475.6% |
| All | +2,614.7% | +13.2% | +2,601.5% | +2,475.6% |
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 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