-8.9%
LUV vs BEN
+36.2%
-45.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.6% | +1.2% |
| 7D | +0.7% | +3.4% | -2.7% | -1.9% |
| 30D | -13.4% | +1.8% | -15.2% | -14.7% |
| 3M | -9.6% | +8.4% | -18.0% | -15.5% |
| 6M | -8.9% | +35.6% | -44.5% | -31.7% |
| All | -8.9% | +36.2% | -45.1% | -31.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling