+26.6%
LUV vs STT
+75.2%
-48.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | -0.1% | -1.4% | +1.3% | +0.8% |
| 30D | -14.6% | +2.2% | -16.8% | -15.8% |
| 3M | -5.7% | +18.8% | -24.5% | -16.3% |
| 6M | -8.4% | +57.9% | -66.4% | -33.3% |
| YTD | -5.1% | +51.0% | -56.1% | -29.5% |
| 1Y | +26.6% | +77.1% | -50.6% | -13.1% |
| All | +26.6% | +75.2% | -48.6% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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