+59.2%
LUV vs APTV
-46.4%
+105.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +4.6% | +2.2% | +5.3% |
| 7D | +6.8% | -1.9% | +8.6% | +7.4% |
| 30D | +10.9% | -1.4% | +12.4% | +11.4% |
| 3M | -4.2% | -9.3% | +5.1% | -1.5% |
| 6M | +22.1% | -27.3% | +49.5% | +30.0% |
| YTD | +13.8% | -43.1% | +57.0% | +35.3% |
| 1Y | +59.2% | -46.5% | +105.7% | +98.8% |
| All | +59.2% | -46.4% | +105.6% | +98.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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