+49.8%
LLY vs LUV
+27.8%
+21.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -3.2% | -0.1% | -3.1% | -3.1% |
| 30D | -7.4% | -14.6% | +7.2% | -6.6% |
| 3M | -1.0% | -5.7% | +4.7% | -1.4% |
| 6M | +12.5% | -8.4% | +20.9% | +11.8% |
| YTD | +5.0% | -5.1% | +10.1% | +4.5% |
| 1Y | +49.8% | +26.6% | +23.2% | +44.5% |
| All | +49.8% | +27.8% | +21.9% | +44.5% |
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