-12.0%
LUV vs WEC
+30.3%
-42.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | -0.1% | -1.3% | +1.2% | +0.2% |
| 30D | -14.6% | -0.4% | -14.2% | -14.6% |
| 3M | -5.7% | -6.8% | +1.1% | -4.3% |
| 6M | -8.4% | -6.4% | -2.0% | -7.3% |
| YTD | -5.1% | +2.5% | -7.6% | -6.1% |
| 1Y | +26.6% | -0.4% | +27.0% | +26.2% |
| 3Y | +39.7% | +38.5% | +1.2% | +28.1% |
| 5Y | -12.0% | +31.7% | -43.7% | -19.7% |
| All | -12.0% | +30.3% | -42.3% | -19.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling