-12.0%
LUV vs WWD
+187.1%
-199.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.7% |
| 7D | -0.1% | -2.9% | +2.8% | +1.2% |
| 30D | -14.6% | -6.6% | -8.0% | -12.0% |
| 3M | -5.7% | -9.3% | +3.6% | -2.0% |
| 6M | -8.4% | -13.6% | +5.2% | -2.8% |
| YTD | -5.1% | +10.4% | -15.5% | -9.8% |
| 1Y | +26.6% | +39.9% | -13.3% | +7.5% |
| 3Y | +39.7% | +165.0% | -125.4% | -15.5% |
| 5Y | -12.0% | +183.8% | -195.8% | -50.3% |
| All | -12.0% | +187.1% | -199.1% | -50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling