-12.5%
LUV vs AVAV
+44.7%
-57.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.9% | -5.3% | -2.7% |
| 7D | +3.1% | +3.2% | -0.1% | +2.8% |
| 30D | -17.4% | -20.3% | +2.9% | -15.5% |
| 3M | -4.9% | -19.4% | +14.6% | -3.4% |
| 6M | -5.7% | -35.3% | +29.6% | -2.5% |
| YTD | -5.2% | -38.5% | +33.3% | -2.6% |
| 1Y | +24.1% | -37.2% | +61.3% | +25.9% |
| 3Y | +39.6% | +31.1% | +8.5% | +23.0% |
| 5Y | -12.5% | +41.0% | -53.5% | -29.3% |
| All | -12.5% | +44.7% | -57.2% | -29.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling