+17.5%
LUV vs WEC
+146.6%
-129.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -1.0% | -0.6% | -0.4% | -0.8% |
| 30D | -12.4% | -2.6% | -9.7% | -11.7% |
| 3M | -11.0% | -6.0% | -5.0% | -9.5% |
| 6M | -5.0% | -5.4% | +0.4% | -3.8% |
| YTD | -3.8% | +2.5% | -6.2% | -4.9% |
| 1Y | +25.9% | -0.7% | +26.6% | +25.6% |
| 3Y | +42.2% | +38.7% | +3.5% | +27.6% |
| 5Y | -10.8% | +31.7% | -42.4% | -19.6% |
| All | +17.5% | +146.6% | -129.1% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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