+17.5%
LUV vs BLDR
+383.3%
-365.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.4% | -1.0% | +0.7% |
| 7D | -1.0% | -8.2% | +7.3% | +1.8% |
| 30D | -12.4% | -16.6% | +4.3% | -7.3% |
| 3M | -11.0% | -23.2% | +12.2% | -3.9% |
| 6M | -5.0% | -33.7% | +28.8% | +7.4% |
| YTD | -3.8% | -41.3% | +37.5% | +12.4% |
| 1Y | +25.9% | -58.8% | +84.7% | +63.4% |
| 3Y | +42.2% | -57.5% | +99.7% | +72.3% |
| 5Y | -10.8% | +12.9% | -23.7% | -25.4% |
| All | +17.5% | +383.3% | -365.9% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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