+17.5%
LUV vs GEN
+159.8%
-142.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.5% | +1.2% |
| 7D | -1.0% | -1.3% | +0.3% | -0.7% |
| 30D | -12.4% | +6.1% | -18.5% | -13.4% |
| 3M | -11.0% | +27.0% | -37.9% | -15.3% |
| 6M | -5.0% | +43.9% | -48.8% | -12.3% |
| YTD | -3.8% | +13.0% | -16.8% | -7.0% |
| 1Y | +25.9% | +4.0% | +21.9% | +23.8% |
| 3Y | +42.2% | +66.2% | -23.9% | +27.2% |
| 5Y | -10.8% | +23.2% | -33.9% | -17.4% |
| All | +17.5% | +159.8% | -142.4% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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