+59.2%
LUV vs SPMO
+11.0%
+48.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -0.8% | +7.7% | +7.3% |
| 7D | +6.8% | -8.9% | +15.7% | +12.6% |
| 30D | +10.9% | -13.8% | +24.7% | +21.0% |
| 3M | -4.2% | -12.5% | +8.3% | +3.4% |
| 6M | +22.1% | -1.5% | +23.6% | +13.5% |
| YTD | +13.8% | +11.3% | +2.5% | -7.2% |
| 1Y | +59.2% | +11.5% | +47.8% | +29.7% |
| All | +59.2% | +11.0% | +48.3% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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