+42.2%
LUV vs APTV
-55.4%
+97.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | -1.0% | -5.0% | +4.1% | +0.9% |
| 30D | -12.4% | -6.1% | -6.3% | -10.4% |
| 3M | -11.0% | -33.0% | +22.0% | +2.7% |
| 6M | -5.0% | -35.2% | +30.3% | +9.6% |
| YTD | -3.8% | -40.1% | +36.4% | +14.5% |
| 1Y | +25.9% | -45.6% | +71.5% | +55.9% |
| 3Y | +42.2% | -54.4% | +96.6% | +72.2% |
| All | +42.2% | -55.4% | +97.6% | +72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling