+17.5%
LUV vs BEN
+56.6%
-39.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.5% | +1.4% |
| 7D | -1.0% | -3.1% | +2.2% | +0.7% |
| 30D | -12.4% | +0.2% | -12.5% | -12.5% |
| 3M | -11.0% | +6.8% | -17.8% | -14.1% |
| 6M | -5.0% | +38.1% | -43.1% | -19.8% |
| YTD | -3.8% | +44.3% | -48.1% | -20.6% |
| 1Y | +25.9% | +42.6% | -16.7% | +4.2% |
| 3Y | +42.2% | +52.3% | -10.1% | +11.2% |
| 5Y | -10.8% | +37.6% | -48.4% | -28.9% |
| All | +17.5% | +56.6% | -39.2% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling