+48.7%
LUNR vs LUV
-9.8%
+58.6%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.3% | -2.3% |
| 7D | -3.1% | -1.0% | -2.1% | -2.9% |
| 30D | -15.3% | -12.4% | -3.0% | -11.5% |
| 3M | -53.2% | -11.0% | -42.2% | -51.5% |
| 6M | -22.2% | -5.0% | -17.2% | -21.5% |
| YTD | -11.6% | -3.8% | -7.8% | -12.3% |
| 1Y | +68.4% | +25.9% | +42.5% | +51.6% |
| 3Y | +216.8% | +42.2% | +174.5% | +168.0% |
| All | +48.7% | -9.8% | +58.6% | +25.0% |
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