+59.2%
LUV vs AEIS
+6.2%
+53.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -11.1% | +18.0% | +8.7% |
| 7D | +6.8% | -12.7% | +19.5% | +8.9% |
| 30D | +10.9% | -28.8% | +39.8% | +17.8% |
| 3M | -4.2% | -38.0% | +33.8% | +4.4% |
| 6M | +22.1% | -45.3% | +67.4% | +34.8% |
| YTD | +13.8% | +1.1% | +12.7% | +3.4% |
| 1Y | +59.2% | +8.6% | +50.6% | +40.0% |
| All | +59.2% | +6.2% | +53.0% | +40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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