-12.3%
LUV vs SPXU
-86.1%
+73.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +0.5% |
| 7D | -1.0% | +2.5% | -3.4% | 0.0% |
| 30D | -12.4% | +4.2% | -16.5% | -10.8% |
| 3M | -11.0% | -9.3% | -1.7% | -13.3% |
| 6M | -5.0% | -30.7% | +25.7% | -14.5% |
| YTD | -3.8% | -28.1% | +24.4% | -11.8% |
| 1Y | +25.9% | -35.2% | +61.2% | +12.1% |
| 3Y | +42.2% | -79.9% | +122.2% | -5.8% |
| All | -12.3% | -86.1% | +73.8% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling