+41.9%
LUV vs AVAV
-62.1%
+104.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | +0.1% | +9.9% | -9.7% | -0.6% |
| 30D | +14.0% | -5.4% | +19.4% | +14.2% |
| 3M | +2.6% | -36.5% | +39.1% | +5.1% |
| 6M | +17.3% | -25.3% | +42.5% | +18.5% |
| YTD | +14.0% | -48.6% | +62.5% | +17.2% |
| All | +41.9% | -62.1% | +104.0% | +44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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