+635.1%
LUV vs URI
+8,075.0%
-7,439.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.4% |
| 7D | +1.8% | +9.3% | -7.5% | -0.4% |
| 30D | +11.3% | +7.6% | +3.7% | +9.3% |
| 3M | +1.0% | +1.0% | 0.0% | +0.6% |
| 6M | +15.6% | +19.8% | -4.2% | +10.0% |
| YTD | +10.9% | +41.9% | -30.9% | -0.4% |
| 1Y | +38.1% | +33.4% | +4.7% | +25.9% |
| 3Y | +108.2% | +156.0% | -47.8% | +59.6% |
| 5Y | +1.7% | +209.5% | -207.8% | -26.4% |
| 10Y | +16.8% | +1,199.8% | -1,183.0% | -40.3% |
| All | +635.1% | +8,075.0% | -7,439.9% | +95.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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