+17.5%
LUV vs ENB
+92.6%
-75.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.9% |
| 7D | -1.0% | -4.7% | +3.7% | +1.5% |
| 30D | -12.4% | -5.9% | -6.5% | -9.7% |
| 3M | -11.0% | -14.2% | +3.3% | -3.9% |
| 6M | -5.0% | -8.6% | +3.6% | -1.3% |
| YTD | -3.8% | +3.9% | -7.7% | -7.3% |
| 1Y | +25.9% | +1.8% | +24.1% | +22.5% |
| 3Y | +42.2% | +68.5% | -26.3% | +2.7% |
| 5Y | -10.8% | +62.4% | -73.2% | -34.5% |
| All | +17.5% | +92.6% | -75.1% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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