+4,394.1%
LUV vs SYY
+4,638.5%
-244.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +0.9% |
| 7D | -1.0% | +3.9% | -4.9% | -2.7% |
| 30D | -12.4% | -1.7% | -10.6% | -11.7% |
| 3M | -11.0% | +5.2% | -16.2% | -13.2% |
| 6M | -5.0% | -0.2% | -4.8% | -5.8% |
| YTD | -3.8% | +15.4% | -19.2% | -11.1% |
| 1Y | +25.9% | +5.6% | +20.3% | +21.0% |
| 3Y | +42.2% | +28.9% | +13.4% | +23.9% |
| 5Y | -10.8% | +24.1% | -34.8% | -20.9% |
| 10Y | +19.0% | +116.2% | -97.3% | -19.6% |
| All | +4,394.1% | +4,638.5% | -244.4% | +786.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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