-31.8%
LVS vs LUV
+57.3%
-89.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.8% | -0.4% | +6.1% |
| 7D | +13.4% | +6.8% | +6.6% | +13.0% |
| 30D | +12.2% | +10.9% | +1.3% | +11.7% |
| 3M | -10.7% | -4.2% | -6.5% | -11.2% |
| 6M | -19.8% | +22.1% | -42.0% | -20.3% |
| YTD | -35.8% | +13.8% | -49.6% | -33.0% |
| 1Y | -31.8% | +59.2% | -91.0% | -34.9% |
| All | -31.8% | +57.3% | -89.1% | -34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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