+29.6%
LUV vs JHX
+56.2%
-26.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.6% | -0.3% | +1.4% |
| 7D | +0.4% | +1.5% | -1.1% | -0.2% |
| 30D | -18.4% | +7.2% | -25.6% | -20.6% |
| 3M | -3.2% | +29.9% | -33.1% | -12.5% |
| 6M | -14.8% | +35.4% | -50.2% | -26.5% |
| YTD | -2.9% | +46.5% | -49.3% | -17.1% |
| 1Y | +29.6% | +55.5% | -25.9% | +9.6% |
| All | +29.6% | +56.2% | -26.7% | +9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX 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 JHX 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