-5.7%
LUV vs DECK
+23.3%
-29.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.4% |
| 7D | +4.8% | +5.8% | -1.0% | +3.1% |
| 30D | +6.5% | +7.9% | -1.3% | +4.1% |
| 3M | -4.9% | -11.4% | +6.5% | -1.6% |
| 6M | +8.1% | -16.6% | +24.6% | +13.7% |
| YTD | +9.0% | -16.4% | +25.4% | +13.8% |
| 1Y | +43.6% | +8.6% | +34.9% | +39.2% |
| 3Y | +101.4% | -15.1% | +116.5% | +92.2% |
| All | -5.7% | +23.3% | -29.0% | -28.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling