+5,083.9%
LITE vs LUV
+20.5%
+5,063.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +2.3% | +1.7% | +3.1% |
| 7D | -1.5% | +0.4% | -2.0% | -1.7% |
| 30D | +6.7% | -18.4% | +25.1% | +14.9% |
| 3M | -6.8% | -3.2% | -3.5% | -6.3% |
| 6M | +29.4% | -14.8% | +44.3% | +36.1% |
| YTD | +139.1% | -2.9% | +141.9% | +135.6% |
| 1Y | +521.0% | +29.6% | +491.4% | +446.3% |
| 3Y | +1,535.3% | +35.2% | +1,500.1% | +1,269.3% |
| 5Y | +889.8% | -11.7% | +901.5% | +835.1% |
| 10Y | +2,400.7% | +21.6% | +2,379.1% | +2,050.3% |
| All | +5,083.9% | +20.5% | +5,063.3% | +3,919.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling