+4,328.8%
LUV vs WEC
+4,021.5%
+307.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.5% | -2.8% |
| 7D | +3.1% | +0.8% | +2.3% | +2.8% |
| 30D | -17.4% | +0.3% | -17.8% | -17.6% |
| 3M | -4.9% | -2.9% | -1.9% | -4.0% |
| 6M | -5.7% | -5.9% | +0.2% | -4.0% |
| YTD | -5.2% | +4.1% | -9.3% | -7.1% |
| 1Y | +24.1% | +3.1% | +21.0% | +22.0% |
| 3Y | +39.6% | +40.8% | -1.2% | +21.1% |
| 5Y | -12.5% | +31.7% | -44.2% | -23.3% |
| 10Y | +12.9% | +141.1% | -128.2% | -24.8% |
| All | +4,328.8% | +4,021.5% | +307.3% | +668.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling