+4,330.0%
LUV vs BTI
+5,940.0%
-1,610.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | +0.7% | -2.4% | +3.1% | +1.2% |
| 30D | -13.4% | -4.8% | -8.7% | -12.5% |
| 3M | -9.6% | -8.1% | -1.5% | -8.0% |
| 6M | -8.9% | -4.2% | -4.7% | -8.4% |
| YTD | -5.2% | -1.3% | -3.9% | -5.3% |
| 1Y | +27.0% | +2.1% | +24.9% | +25.7% |
| 3Y | +39.6% | +108.9% | -69.3% | +16.5% |
| 5Y | -14.4% | +114.5% | -128.9% | -29.0% |
| 10Y | +17.3% | +72.2% | -55.0% | -0.3% |
| All | +4,330.0% | +5,940.0% | -1,610.0% | +1,983.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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