+59.2%
LUV vs GNRC
+17.5%
+41.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -9.5% | +16.4% | +8.5% |
| 7D | +6.8% | -6.0% | +12.8% | +7.6% |
| 30D | +10.9% | -12.0% | +22.9% | +13.2% |
| 3M | -4.2% | -13.4% | +9.2% | -2.3% |
| 6M | +22.1% | -26.4% | +48.5% | +27.6% |
| YTD | +13.8% | +38.8% | -25.0% | +2.2% |
| 1Y | +59.2% | +20.9% | +38.3% | +51.0% |
| All | +59.2% | +17.5% | +41.7% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 1y: compounded portfolio wealth divided by compounded GNRC 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…
1y analysis · Full analysis span regression · 6 months rolling