+4,328.8%
LUV vs RVTY
+2,356.0%
+1,972.8%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.4% | 0.0% | -1.8% |
| 7D | +3.1% | +0.4% | +2.7% | +3.0% |
| 30D | -17.4% | +10.8% | -28.3% | -19.8% |
| 3M | -4.9% | +26.8% | -31.7% | -10.9% |
| 6M | -5.7% | +39.3% | -45.0% | -13.9% |
| YTD | -5.2% | +31.6% | -36.8% | -12.6% |
| 1Y | +24.1% | +47.7% | -23.6% | +10.8% |
| 3Y | +39.6% | +19.9% | +19.7% | +29.1% |
| 5Y | -12.5% | -32.3% | +19.9% | -8.3% |
| 10Y | +12.9% | +138.4% | -125.5% | -15.9% |
| All | +4,328.8% | +2,356.0% | +1,972.8% | +1,365.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RVTY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling