+1,116.8%
LNG vs LUV
+636.0%
+480.8%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -4.5% | -0.1% | -4.4% | -4.4% |
| 30D | +4.7% | -14.6% | +19.3% | +8.3% |
| 3M | +15.1% | -5.7% | +20.8% | +15.7% |
| 6M | +13.6% | -8.4% | +22.0% | +13.6% |
| YTD | +44.0% | -5.1% | +49.1% | +41.5% |
| 1Y | +18.4% | +26.6% | -8.2% | +8.0% |
| 3Y | +75.9% | +39.7% | +36.2% | +51.0% |
| 5Y | +231.7% | -12.0% | +243.7% | +211.5% |
| 10Y | +549.0% | +17.3% | +531.7% | +439.8% |
| All | +1,116.8% | +636.0% | +480.8% | +682.6% |
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