+17.5%
LUV vs WCC
+541.6%
-524.2%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.7% | -2.3% | 0.0% |
| 7D | -1.0% | +1.5% | -2.5% | -1.6% |
| 30D | -12.4% | -2.1% | -10.2% | -11.9% |
| 3M | -11.0% | +3.8% | -14.8% | -13.1% |
| 6M | -5.0% | +35.0% | -40.0% | -16.5% |
| YTD | -3.8% | +46.4% | -50.1% | -18.5% |
| 1Y | +25.9% | +63.0% | -37.1% | +1.7% |
| 3Y | +42.2% | +133.9% | -91.7% | -6.5% |
| 5Y | -10.8% | +226.5% | -237.3% | -51.5% |
| All | +17.5% | +541.6% | -524.2% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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