+27.0%
LUV vs RACE
-14.8%
+41.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.3% |
| 7D | +0.7% | -2.6% | +3.3% | +1.6% |
| 30D | -13.4% | -1.1% | -12.4% | -13.3% |
| 3M | -9.6% | +12.5% | -22.1% | -13.5% |
| 6M | -8.9% | +17.4% | -26.3% | -14.3% |
| YTD | -5.2% | +10.1% | -15.3% | -10.3% |
| 1Y | +27.0% | -15.1% | +42.2% | +25.6% |
| All | +27.0% | -14.8% | +41.8% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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