+59.2%
LUV vs WCN
+16.1%
+43.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.8% | +4.1% | +6.8% |
| 7D | +6.8% | +6.7% | +0.1% | +6.9% |
| 30D | +10.9% | +24.3% | -13.4% | +12.6% |
| 3M | -4.2% | +16.1% | -20.3% | -3.9% |
| 6M | +22.1% | +19.9% | +2.2% | +23.1% |
| YTD | +13.8% | +10.1% | +3.7% | +16.7% |
| 1Y | +59.2% | +14.4% | +44.8% | +62.8% |
| All | +59.2% | +16.1% | +43.2% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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