+25.9%
LUV vs AEIS
+81.9%
-56.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.5% | +0.3% |
| 7D | -1.0% | +2.3% | -3.2% | -1.5% |
| 30D | -12.4% | -14.8% | +2.5% | -9.4% |
| 3M | -11.0% | -15.6% | +4.6% | -9.2% |
| 6M | -5.0% | -8.7% | +3.7% | -6.8% |
| YTD | -3.8% | +37.3% | -41.1% | -15.0% |
| 1Y | +25.9% | +80.3% | -54.4% | +6.0% |
| All | +25.9% | +81.9% | -56.0% | +6.0% |
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