+38.4%
LUV vs RY
+38.8%
-0.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.4% |
| 7D | +1.1% | +0.6% | +0.5% | +0.4% |
| 30D | +14.2% | +5.0% | +9.2% | +8.0% |
| 3M | +0.6% | -5.3% | +5.9% | +7.9% |
| 6M | +15.1% | +13.8% | +1.2% | -4.5% |
| YTD | +10.2% | +21.0% | -10.8% | -17.9% |
| 1Y | +38.4% | +40.5% | -2.1% | -14.1% |
| All | +38.4% | +38.8% | -0.4% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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