+555.0%
LITE vs LUV
+25.9%
+529.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -2.4% | +13.4% | +11.8% |
| 7D | +12.6% | +3.1% | +9.5% | +11.4% |
| 30D | +9.9% | -17.4% | +27.4% | +16.8% |
| 3M | +9.3% | -4.9% | +14.2% | +10.9% |
| 6M | +75.2% | -5.7% | +80.9% | +77.2% |
| YTD | +165.5% | -5.2% | +170.7% | +165.5% |
| 1Y | +555.0% | +24.1% | +530.9% | +407.0% |
| All | +555.0% | +25.9% | +529.1% | +407.0% |
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