+203.6%
LUV vs WCC
+1,758.7%
-1,555.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -3.1% |
| 7D | +3.1% | +8.5% | -5.4% | +0.8% |
| 30D | -17.4% | -1.0% | -16.4% | -17.4% |
| 3M | -4.9% | +2.1% | -7.0% | -5.9% |
| 6M | -5.7% | +36.8% | -42.5% | -14.1% |
| YTD | -5.2% | +47.7% | -52.9% | -15.7% |
| 1Y | +24.1% | +66.5% | -42.4% | +6.4% |
| 3Y | +39.6% | +134.2% | -94.5% | +5.2% |
| 5Y | -12.5% | +231.6% | -244.1% | -41.3% |
| 10Y | +12.9% | +508.1% | -495.2% | -39.6% |
| All | +203.6% | +1,758.7% | -1,555.1% | -1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling