+5,046.9%
LUV vs GEN
+8,765.9%
-3,719.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.4% | -3.0% | -1.0% |
| 7D | +1.1% | +2.0% | -0.9% | +0.8% |
| 30D | +14.2% | +27.7% | -13.5% | +10.0% |
| 3M | +0.6% | +3.3% | -2.6% | -0.4% |
| 6M | +15.1% | +31.8% | -16.7% | +9.5% |
| YTD | +10.2% | +13.5% | -3.3% | +6.8% |
| 1Y | +38.4% | +16.0% | +22.4% | +33.7% |
| 3Y | +107.5% | +70.6% | +36.9% | +88.3% |
| 5Y | +1.1% | +32.1% | -31.0% | -5.6% |
| 10Y | +16.0% | +153.4% | -137.4% | -5.1% |
| All | +5,046.9% | +8,765.9% | -3,719.0% | +1,536.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling