+5.2%
LOW vs LUV
-11.9%
+17.2%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.2% |
| 7D | -3.7% | -1.0% | -2.8% | -3.5% |
| 30D | -8.9% | -12.4% | +3.5% | -6.2% |
| 3M | -10.4% | -11.0% | +0.6% | -8.1% |
| 6M | -19.4% | -5.0% | -14.4% | -18.8% |
| YTD | -17.1% | -3.8% | -13.3% | -17.3% |
| 1Y | -26.3% | +25.9% | -52.2% | -30.9% |
| 3Y | -9.9% | +42.2% | -52.1% | -21.1% |
| All | +5.2% | -11.9% | +17.2% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling