+29.6%
LUV vs A
+21.7%
+7.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.1% |
| 7D | +0.4% | -1.9% | +2.4% | +1.0% |
| 30D | -18.4% | +6.9% | -25.3% | -20.2% |
| 3M | -3.2% | +9.2% | -12.5% | -6.1% |
| 6M | -14.8% | +25.7% | -40.5% | -21.8% |
| YTD | -2.9% | +11.5% | -14.4% | -8.1% |
| 1Y | +29.6% | +18.4% | +11.2% | +22.1% |
| All | +29.6% | +21.7% | +7.9% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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