+4,329.9%
LUV vs BEN
+4,825.3%
-495.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.6% | +0.7% |
| 7D | +0.7% | +3.4% | -2.7% | -0.7% |
| 30D | -13.4% | +1.8% | -15.2% | -14.1% |
| 3M | -9.6% | +8.4% | -18.0% | -12.5% |
| 6M | -8.9% | +35.6% | -44.5% | -19.6% |
| YTD | -5.2% | +46.4% | -51.5% | -18.9% |
| 1Y | +27.0% | +46.3% | -19.3% | +8.3% |
| 3Y | +39.6% | +54.6% | -15.0% | +14.9% |
| 5Y | -14.4% | +39.4% | -53.8% | -28.0% |
| 10Y | +17.3% | +57.6% | -40.3% | -10.5% |
| All | +4,329.9% | +4,825.3% | -495.3% | +728.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling