+29.6%
LUV vs WU
-8.3%
+37.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.0% | +3.3% | +2.5% |
| 7D | +0.4% | -0.8% | +1.2% | +0.6% |
| 30D | -18.4% | -1.1% | -17.3% | -18.3% |
| 3M | -3.2% | -3.9% | +0.6% | -3.8% |
| 6M | -14.8% | -20.7% | +5.8% | -12.0% |
| YTD | -2.9% | -18.4% | +15.5% | 0.0% |
| 1Y | +29.6% | -8.1% | +37.6% | +30.3% |
| All | +29.6% | -8.3% | +37.9% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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