+50.6%
LYB vs LUV
+57.3%
-6.7%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +6.8% | -11.6% | -2.6% |
| 7D | -6.2% | +6.8% | -13.0% | -4.0% |
| 30D | +6.3% | +10.9% | -4.6% | +10.0% |
| 3M | +4.1% | -4.2% | +8.3% | +3.5% |
| 6M | -15.5% | +22.1% | -37.6% | -9.4% |
| YTD | +50.2% | +13.8% | +36.4% | +58.5% |
| 1Y | +50.6% | +59.2% | -8.6% | +43.0% |
| All | +50.6% | +57.3% | -6.7% | +43.0% |
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