+34,456.9%
LOW vs LUV
+4,376.1%
+30,080.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.6% | +0.7% | -1.3% | -0.8% |
| 30D | -9.3% | -13.4% | +4.2% | -5.3% |
| 3M | -8.1% | -9.6% | +1.5% | -5.6% |
| 6M | -19.8% | -8.9% | -10.9% | -18.1% |
| YTD | -16.4% | -5.2% | -11.2% | -16.5% |
| 1Y | -24.7% | +27.0% | -51.7% | -31.6% |
| 3Y | -8.8% | +39.6% | -48.5% | -23.1% |
| 5Y | +7.8% | -14.4% | +22.2% | +2.8% |
| 10Y | +233.8% | +17.3% | +216.6% | +168.8% |
| All | +34,456.9% | +4,376.1% | +30,080.8% | +7,195.7% |
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