+15.1%
LUV vs ALK
+1.0%
+14.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.8% | +0.3% |
| 7D | +1.1% | -1.2% | +2.3% | +1.7% |
| 30D | +14.2% | +7.7% | +6.5% | +8.8% |
| 3M | +0.6% | -19.0% | +19.6% | +13.5% |
| 6M | +15.1% | -0.2% | +15.3% | +12.9% |
| All | +15.1% | +1.0% | +14.1% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 6mo: compounded portfolio wealth divided by compounded ALK 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…
6mo analysis · Full analysis span regression · 6 months rolling