+20.0%
LUV vs DECK
+806.8%
-786.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.8% |
| 7D | +0.1% | -0.8% | +0.9% | +0.4% |
| 30D | +14.0% | +4.9% | +9.2% | +12.4% |
| 3M | +2.6% | -5.8% | +8.4% | +4.4% |
| 6M | +17.3% | -8.6% | +25.8% | +20.2% |
| YTD | +14.0% | -14.7% | +28.7% | +18.4% |
| 1Y | +47.9% | +6.9% | +41.0% | +43.5% |
| 3Y | +114.0% | -16.2% | +130.1% | +107.8% |
| 5Y | +3.2% | +25.3% | -22.1% | -16.0% |
| 10Y | +20.0% | +781.3% | -761.3% | -37.5% |
| All | +20.0% | +806.8% | -786.8% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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