+42.2%
LUV vs SIRI
-22.6%
+64.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.2% |
| 7D | -1.0% | +0.6% | -1.5% | -1.1% |
| 30D | -12.4% | +2.5% | -14.8% | -12.8% |
| 3M | -11.0% | +6.6% | -17.6% | -12.2% |
| 6M | -5.0% | +32.9% | -37.9% | -10.4% |
| YTD | -3.8% | +50.5% | -54.2% | -11.8% |
| 1Y | +25.9% | +28.0% | -2.1% | +18.9% |
| 3Y | +42.2% | -22.4% | +64.6% | +44.1% |
| All | +42.2% | -22.6% | +64.8% | +44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 3y: compounded portfolio wealth divided by compounded SIRI 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…
3y analysis · Full analysis span regression · 6 months rolling