+29.6%
LUV vs SCCO
+105.9%
-76.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +2.4% |
| 7D | +0.4% | -5.3% | +5.7% | +2.1% |
| 30D | -18.4% | +0.9% | -19.3% | -18.9% |
| 3M | -3.2% | +2.4% | -5.6% | -5.0% |
| 6M | -14.8% | -2.4% | -12.5% | -16.8% |
| YTD | -2.9% | +42.4% | -45.3% | -13.3% |
| 1Y | +29.6% | +105.6% | -76.1% | +11.6% |
| All | +29.6% | +105.9% | -76.3% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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