-1.4%
MSCI vs LUV
+27.8%
-29.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -4.7% | -0.1% | -4.6% | -4.7% |
| 30D | -2.2% | -14.6% | +12.4% | -2.1% |
| 3M | -9.7% | -5.7% | -4.0% | -9.7% |
| 6M | +0.3% | -8.4% | +8.7% | 0.0% |
| YTD | -3.5% | -5.1% | +1.6% | -3.6% |
| 1Y | -1.4% | +26.6% | -28.0% | -2.4% |
| All | -1.4% | +27.8% | -29.2% | -2.4% |
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