+17.5%
LUV vs FTAI
+3,098.4%
-3,081.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -1.9% | +0.6% |
| 7D | -1.0% | -5.2% | +4.2% | +0.3% |
| 30D | -12.4% | -17.9% | +5.6% | -8.3% |
| 3M | -11.0% | -22.7% | +11.7% | -6.1% |
| 6M | -5.0% | -28.0% | +23.0% | +0.9% |
| YTD | -3.8% | -5.0% | +1.2% | -4.8% |
| 1Y | +25.9% | +10.4% | +15.5% | +19.0% |
| 3Y | +42.2% | +425.2% | -383.0% | -23.4% |
| 5Y | -10.8% | +890.3% | -901.1% | -62.0% |
| All | +17.5% | +3,098.4% | -3,081.0% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 FTAI 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