+587.5%
LUV vs SPXU
-100.0%
+687.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | +0.7% |
| 7D | -0.1% | +6.4% | -6.5% | +2.2% |
| 30D | -14.6% | +5.9% | -20.6% | -12.7% |
| 3M | -5.7% | -11.7% | +6.0% | -8.9% |
| 6M | -8.4% | -28.7% | +20.3% | -16.6% |
| YTD | -5.1% | -26.4% | +21.2% | -12.1% |
| 1Y | +26.6% | -35.2% | +61.8% | +13.1% |
| 3Y | +39.7% | -79.8% | +119.5% | -7.5% |
| 5Y | -12.0% | -86.1% | +74.0% | -40.1% |
| 10Y | +17.3% | -99.5% | +116.8% | -64.9% |
| All | +587.5% | -100.0% | +687.5% | -30.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling