+29.6%
LUV vs SPXU
-40.4%
+70.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.3% | +1.0% | +3.0% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | -18.4% | +0.8% | -19.2% | -17.9% |
| 3M | -3.2% | -4.7% | +1.5% | -4.3% |
| 6M | -14.8% | -29.6% | +14.8% | -26.9% |
| YTD | -2.9% | -29.9% | +27.0% | -16.6% |
| 1Y | +29.6% | -39.1% | +68.7% | +8.2% |
| All | +29.6% | -40.4% | +70.0% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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