+620.6%
MSCI vs LUV
+20.2%
+600.4%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.0% |
| 7D | -3.2% | -1.0% | -2.3% | -3.0% |
| 30D | -1.1% | -12.4% | +11.2% | +1.6% |
| 3M | -6.3% | -11.0% | +4.6% | -4.4% |
| 6M | +2.1% | -5.0% | +7.1% | +2.1% |
| YTD | -2.3% | -3.8% | +1.5% | -3.6% |
| 1Y | -3.9% | +25.9% | -29.8% | -11.7% |
| 3Y | +7.5% | +42.2% | -34.8% | -7.8% |
| 5Y | -9.8% | -10.8% | +1.0% | -14.4% |
| All | +620.6% | +20.2% | +600.4% | +545.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling