+33.7%
LUV vs ACI
+21.2%
+12.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.2% | -1.8% | +1.1% |
| 7D | -1.0% | -3.7% | +2.8% | -0.6% |
| 30D | -12.4% | +0.6% | -12.9% | -12.4% |
| 3M | -11.0% | -20.3% | +9.3% | -9.4% |
| 6M | -5.0% | -24.7% | +19.7% | -3.0% |
| YTD | -3.8% | -27.2% | +23.4% | -1.6% |
| 1Y | +25.9% | -32.7% | +58.6% | +29.7% |
| 3Y | +42.2% | -43.9% | +86.1% | +48.4% |
| 5Y | -10.8% | -38.9% | +28.1% | -7.6% |
| All | +33.7% | +21.2% | +12.6% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling