+129.4%
LITE vs LUV
+43.9%
+85.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.2% | +6.5% | +9.6% |
| 7D | -12.9% | +5.3% | -18.2% | -13.8% |
| 30D | -46.0% | +11.1% | -57.1% | -47.2% |
| 3M | -33.0% | -1.1% | -31.9% | -32.3% |
| 6M | -34.0% | +13.1% | -47.1% | -35.8% |
| YTD | +61.7% | +13.5% | +48.2% | +56.4% |
| All | +129.4% | +43.9% | +85.5% | +85.0% |
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