+1.5%
LUV vs RACE
+69.7%
-68.1%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.4% |
| 7D | +6.6% | +0.2% | +6.4% | +6.6% |
| 30D | +11.2% | +6.6% | +4.6% | +8.4% |
| 3M | +3.6% | +2.2% | +1.4% | +2.6% |
| 6M | +13.1% | +22.4% | -9.2% | +3.8% |
| YTD | +13.6% | +13.8% | -0.2% | +6.7% |
| 1Y | +44.4% | +2.2% | +42.1% | +41.2% |
| 3Y | +113.2% | +25.6% | +87.6% | +78.6% |
| 5Y | +1.5% | +71.0% | -69.4% | -33.2% |
| All | +1.5% | +69.7% | -68.1% | -33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling