+40.2%
LUV vs WWD
+164.0%
-123.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.6% |
| 7D | -0.1% | -2.9% | +2.8% | +1.1% |
| 30D | -14.6% | -6.6% | -8.0% | -12.2% |
| 3M | -5.7% | -9.3% | +3.6% | -2.3% |
| 6M | -8.4% | -13.6% | +5.2% | -3.4% |
| YTD | -5.1% | +10.4% | -15.5% | -8.6% |
| 1Y | +26.6% | +39.9% | -13.3% | +10.8% |
| All | +40.2% | +164.0% | -123.8% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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