+5,204.9%
LUV vs LSCC
+10,370.6%
-5,165.6%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.4% | +0.4% |
| 7D | +6.6% | +5.0% | +1.6% | +5.7% |
| 30D | +11.2% | -11.7% | +22.9% | +12.9% |
| 3M | +3.6% | -13.3% | +16.9% | +5.2% |
| 6M | +13.1% | -12.5% | +25.7% | +13.7% |
| YTD | +13.6% | +51.2% | -37.6% | +3.2% |
| 1Y | +44.4% | +65.9% | -21.5% | +29.1% |
| 3Y | +113.2% | +95.3% | +17.9% | +78.9% |
| 5Y | +1.5% | +38.6% | -37.1% | -12.8% |
| 10Y | +20.2% | +1,352.3% | -1,332.2% | -32.2% |
| All | +5,204.9% | +10,370.6% | -5,165.6% | +1,281.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling