+29.6%
LUV vs EIX
+7.5%
+22.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +2.2% |
| 7D | +0.4% | -19.1% | +19.5% | +3.6% |
| 30D | -18.4% | -16.9% | -1.5% | -16.6% |
| 3M | -3.2% | -20.0% | +16.8% | -0.4% |
| 6M | -14.8% | -21.3% | +6.5% | -11.9% |
| YTD | -2.9% | -1.7% | -1.1% | -8.2% |
| 1Y | +29.6% | +9.6% | +20.0% | +14.8% |
| All | +29.6% | +7.5% | +22.1% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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