+57.3%
LLY vs LUV
+57.3%
0.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.8% | -6.2% | 0.0% |
| 7D | +10.1% | +6.8% | +3.3% | +9.4% |
| 30D | +24.0% | +10.9% | +13.1% | +22.8% |
| 3M | +27.3% | -4.2% | +31.5% | +27.2% |
| 6M | +47.0% | +22.1% | +24.8% | +42.3% |
| YTD | +32.6% | +13.8% | +18.8% | +29.3% |
| 1Y | +57.3% | +59.2% | -1.9% | +42.5% |
| All | +57.3% | +57.3% | 0.0% | +42.5% |
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