+20.2%
LUV vs NXT
+181.9%
-161.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.5% |
| 7D | +3.1% | +2.9% | +0.2% | +2.8% |
| 30D | -17.4% | -17.2% | -0.2% | -15.6% |
| 3M | -4.9% | -32.0% | +27.1% | -1.0% |
| 6M | -5.7% | -15.8% | +10.1% | -5.1% |
| YTD | -5.2% | -1.9% | -3.3% | -6.3% |
| 1Y | +24.1% | +22.5% | +1.6% | +19.1% |
| 3Y | +39.6% | +100.5% | -60.9% | +23.2% |
| All | +20.2% | +181.9% | -161.7% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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