+59.2%
LUV vs S
+36.5%
+22.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +1.6% | +5.2% | +6.8% |
| 7D | +6.8% | -8.2% | +15.0% | +7.1% |
| 30D | +10.9% | -7.6% | +18.5% | +11.0% |
| 3M | -4.2% | +12.0% | -16.2% | -4.5% |
| 6M | +22.1% | +50.6% | -28.4% | +21.9% |
| YTD | +13.8% | +56.6% | -42.8% | +12.0% |
| 1Y | +59.2% | +39.2% | +20.0% | +54.8% |
| All | +59.2% | +36.5% | +22.8% | +54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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