-12.3%
LUV vs WCC
+223.5%
-235.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.6% | -2.2% | +0.1% |
| 7D | -1.0% | +1.4% | -2.3% | -1.5% |
| 30D | -12.4% | -2.3% | -10.1% | -11.9% |
| 3M | -11.0% | +3.7% | -14.7% | -12.9% |
| 6M | -5.0% | +34.8% | -39.8% | -15.9% |
| YTD | -3.8% | +46.1% | -49.9% | -17.8% |
| 1Y | +25.9% | +62.7% | -36.8% | +2.8% |
| 3Y | +42.2% | +133.6% | -91.4% | -5.2% |
| All | -12.3% | +223.5% | -235.8% | -53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling