+25.8%
LUV vs RACE
+639.5%
-613.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.5% | -0.2% | -1.7% |
| 7D | +1.8% | -4.0% | +5.8% | +3.4% |
| 30D | +11.3% | +3.5% | +7.7% | +9.9% |
| 3M | +1.0% | -0.4% | +1.4% | +1.1% |
| 6M | +15.6% | +23.2% | -7.5% | +6.5% |
| YTD | +10.9% | +11.0% | -0.1% | +5.8% |
| 1Y | +38.1% | -2.2% | +40.3% | +37.9% |
| 3Y | +108.2% | +22.5% | +85.7% | +83.8% |
| 5Y | +1.7% | +63.2% | -61.4% | -21.5% |
| 10Y | +16.8% | +704.3% | -687.5% | -45.5% |
| All | +25.8% | +639.5% | -613.7% | -42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling