+38.1%
LUV vs LII
-28.0%
+66.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.4% |
| 7D | +1.8% | -0.2% | +2.0% | +1.9% |
| 30D | +11.3% | -0.6% | +11.9% | +11.1% |
| 3M | +1.0% | -17.0% | +18.0% | +8.8% |
| 6M | +15.6% | -31.1% | +46.7% | +31.4% |
| YTD | +10.9% | -27.7% | +38.6% | +19.8% |
| 1Y | +38.1% | -26.2% | +64.2% | +45.9% |
| All | +38.1% | -28.0% | +66.1% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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