+59.2%
LUV vs AU
+42.5%
+16.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +8.0% | -1.1% | +5.6% |
| 7D | +6.8% | +0.8% | +6.0% | +6.6% |
| 30D | +10.9% | -7.0% | +17.9% | +11.8% |
| 3M | -4.2% | +8.5% | -12.8% | -6.5% |
| 6M | +22.1% | -1.3% | +23.4% | +20.3% |
| YTD | +13.8% | +6.8% | +7.1% | +6.7% |
| 1Y | +59.2% | +44.6% | +14.6% | +36.2% |
| All | +59.2% | +42.5% | +16.7% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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