+59.2%
LUV vs BR
-14.2%
+73.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +3.0% | +3.8% | +6.8% |
| 7D | +6.8% | +7.0% | -0.2% | +6.9% |
| 30D | +10.9% | +19.0% | -8.1% | +11.9% |
| 3M | -4.2% | +13.1% | -17.3% | -3.6% |
| 6M | +22.1% | +24.6% | -2.5% | +23.5% |
| YTD | +13.8% | -13.6% | +27.4% | +8.4% |
| 1Y | +59.2% | -13.1% | +72.4% | +53.4% |
| All | +59.2% | -14.2% | +73.5% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling