+209.0%
LUV vs UUUU
-92.8%
+301.9%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +1.8% |
| 7D | -1.0% | -10.5% | +9.5% | -0.2% |
| 30D | -12.4% | -10.5% | -1.8% | -11.8% |
| 3M | -11.0% | -14.1% | +3.1% | -10.3% |
| 6M | -5.0% | -35.5% | +30.5% | -2.9% |
| YTD | -3.8% | -10.9% | +7.2% | -4.7% |
| 1Y | +25.9% | +3.4% | +22.6% | +22.2% |
| 3Y | +42.2% | +73.1% | -30.9% | +29.8% |
| 5Y | -10.8% | +87.1% | -97.9% | -21.0% |
| 10Y | +19.0% | +463.0% | -444.1% | -7.0% |
| All | +209.0% | -92.8% | +301.9% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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