+4,328.8%
LUV vs BBWI
+999.2%
+3,329.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.1% | +0.7% | -1.5% |
| 7D | +3.1% | +1.6% | +1.5% | +2.7% |
| 30D | -17.4% | -6.2% | -11.2% | -16.3% |
| 3M | -4.9% | +4.3% | -9.2% | -6.6% |
| 6M | -5.7% | -7.2% | +1.5% | -5.2% |
| YTD | -5.2% | -3.0% | -2.1% | -6.5% |
| 1Y | +24.1% | -30.8% | +54.9% | +32.3% |
| 3Y | +39.6% | -43.4% | +83.0% | +50.3% |
| 5Y | -12.5% | -66.7% | +54.3% | +4.2% |
| 10Y | +12.9% | -55.7% | +68.6% | +2.6% |
| All | +4,328.8% | +999.2% | +3,329.6% | +1,023.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 all: compounded portfolio wealth divided by compounded BBWI 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…
all analysis · Full analysis span regression · 6 months rolling