+42.6%
LNG vs LUV
+57.3%
-14.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +6.8% | -13.0% | -4.8% |
| 7D | -1.9% | +6.8% | -8.7% | -0.4% |
| 30D | +6.2% | +10.9% | -4.7% | +8.6% |
| 3M | +13.7% | -4.2% | +18.0% | +13.4% |
| 6M | +7.5% | +22.1% | -14.6% | +11.1% |
| YTD | +51.3% | +13.8% | +37.5% | +55.1% |
| 1Y | +42.6% | +59.2% | -16.6% | +50.8% |
| All | +42.6% | +57.3% | -14.7% | +50.8% |
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