+35.7%
LUV vs ADVB
-88.9%
+124.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.1% | -4.1% | 0.0% |
| 7D | -0.1% | -5.9% | +5.7% | -0.1% |
| 30D | -14.6% | +13.9% | -28.5% | -14.6% |
| 3M | -5.7% | +127.3% | -133.0% | -8.4% |
| 6M | -8.4% | +77.0% | -85.4% | -11.2% |
| YTD | -5.1% | +51.5% | -56.7% | -7.6% |
| 1Y | +26.6% | -11.3% | +37.9% | +26.9% |
| All | +35.7% | -88.9% | +124.6% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ADVB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling