-12.5%
LUV vs ACWI
+67.7%
-80.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -1.8% |
| 7D | +3.1% | +1.1% | +2.0% | +1.8% |
| 30D | -17.4% | -0.2% | -17.2% | -17.2% |
| 3M | -4.9% | +4.7% | -9.6% | -9.8% |
| 6M | -5.7% | +14.5% | -20.2% | -19.2% |
| YTD | -5.2% | +14.6% | -19.8% | -18.9% |
| 1Y | +24.1% | +21.4% | +2.7% | -0.8% |
| 3Y | +39.6% | +77.6% | -38.0% | -26.5% |
| 5Y | -12.5% | +68.1% | -80.6% | -50.8% |
| All | -12.5% | +67.7% | -80.2% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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