+59.2%
LUV vs VSXY
+210.1%
-150.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +8.4% | -1.5% | +5.3% |
| 7D | +6.8% | +14.2% | -7.4% | +4.4% |
| 30D | +10.9% | +21.9% | -10.9% | +7.0% |
| 3M | -4.2% | +22.1% | -26.4% | -8.1% |
| 6M | +22.1% | +116.7% | -94.5% | +0.6% |
| YTD | +13.8% | +101.1% | -87.3% | -3.3% |
| 1Y | +59.2% | +208.0% | -148.8% | +17.6% |
| All | +59.2% | +210.1% | -150.9% | +17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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