+42.2%
LUV vs WU
-28.7%
+71.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.8% | +1.2% |
| 7D | -1.0% | -3.5% | +2.5% | +0.3% |
| 30D | -12.4% | -2.9% | -9.4% | -11.5% |
| 3M | -11.0% | -2.3% | -8.7% | -12.0% |
| 6M | -5.0% | -25.4% | +20.4% | +4.3% |
| YTD | -3.8% | -21.2% | +17.4% | +3.0% |
| 1Y | +25.9% | -8.9% | +34.8% | +24.9% |
| 3Y | +42.2% | -29.0% | +71.2% | +53.2% |
| All | +42.2% | -28.7% | +71.0% | +53.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling