-5.7%
LUV vs LSCC
+26.3%
-32.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.1% | -7.1% | -1.7% |
| 7D | +4.8% | +13.0% | -8.2% | +1.5% |
| 30D | +6.5% | -19.8% | +26.4% | +11.6% |
| 3M | -4.9% | -18.4% | +13.5% | -1.3% |
| 6M | +8.1% | -16.1% | +24.2% | +9.5% |
| YTD | +9.0% | +42.7% | -33.7% | -5.1% |
| 1Y | +43.6% | +68.0% | -24.4% | +19.6% |
| 3Y | +101.4% | +85.8% | +15.5% | +51.1% |
| All | -5.7% | +26.3% | -32.1% | -33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 5y: compounded portfolio wealth divided by compounded LSCC 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…
5y analysis · Full analysis span regression · 6 months rolling