+4,328.8%
LUV vs BN
+14,855.3%
-10,526.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.6% | +0.2% | -1.3% |
| 7D | +3.1% | -1.2% | +4.3% | +3.6% |
| 30D | -17.4% | -10.9% | -6.5% | -13.3% |
| 3M | -4.9% | -11.1% | +6.2% | 0.0% |
| 6M | -5.7% | -4.4% | -1.3% | -3.5% |
| YTD | -5.2% | -14.1% | +9.0% | +1.1% |
| 1Y | +24.1% | -11.1% | +35.2% | +30.2% |
| 3Y | +39.6% | +75.6% | -36.0% | +10.5% |
| 5Y | -12.5% | +35.8% | -48.3% | -24.3% |
| 10Y | +12.9% | +261.6% | -248.6% | -31.8% |
| All | +4,328.8% | +14,855.3% | -10,526.5% | +970.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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