+17.5%
LUV vs SU
+267.2%
-249.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.1% | +1.6% | +1.5% |
| 7D | -1.0% | +2.2% | -3.2% | -1.6% |
| 30D | -12.4% | +8.4% | -20.8% | -14.6% |
| 3M | -11.0% | +12.1% | -23.1% | -14.8% |
| 6M | -5.0% | +19.7% | -24.6% | -12.3% |
| YTD | -3.8% | +58.4% | -62.2% | -19.7% |
| 1Y | +25.9% | +67.2% | -41.3% | +2.9% |
| 3Y | +42.2% | +125.0% | -82.8% | +2.7% |
| 5Y | -10.8% | +355.1% | -365.8% | -53.8% |
| All | +17.5% | +267.2% | -249.8% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 10y: compounded portfolio wealth divided by compounded SU 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…
10y analysis · Full analysis span regression · 6 months rolling