-12.3%
LUV vs RPRX
+70.9%
-83.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.7% | +1.5% |
| 7D | -1.0% | -8.4% | +7.4% | +2.4% |
| 30D | -12.4% | -0.6% | -11.7% | -12.3% |
| 3M | -11.0% | +6.4% | -17.4% | -13.6% |
| 6M | -5.0% | +26.6% | -31.6% | -14.1% |
| YTD | -3.8% | +53.8% | -57.5% | -19.4% |
| 1Y | +25.9% | +62.8% | -36.9% | +3.0% |
| 3Y | +42.2% | +118.0% | -75.8% | +2.6% |
| All | -12.3% | +70.9% | -83.2% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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