+23.6%
LUV vs GLXY
+3.8%
+19.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +1.3% |
| 7D | -1.0% | -7.3% | +6.4% | -0.4% |
| 30D | -12.4% | +15.7% | -28.1% | -13.6% |
| 3M | -11.0% | -26.7% | +15.7% | -9.6% |
| 6M | -5.0% | +13.7% | -18.7% | -6.6% |
| YTD | -3.8% | +9.1% | -12.9% | -6.9% |
| 1Y | +25.9% | -15.5% | +41.4% | +24.8% |
| All | +23.6% | +3.8% | +19.8% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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