+2,791.2%
MSCI vs LUV
+271.2%
+2,520.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.7% | +1.2% |
| 7D | +2.7% | +1.1% | +1.6% | +2.3% |
| 30D | +17.4% | +14.2% | +3.2% | +12.7% |
| 3M | +14.8% | +0.6% | +14.2% | +14.3% |
| 6M | +16.1% | +15.1% | +1.0% | +10.0% |
| YTD | +16.0% | +10.2% | +5.8% | +9.0% |
| 1Y | +16.4% | +38.4% | -22.0% | +1.4% |
| 3Y | +35.3% | +107.5% | -72.2% | -2.7% |
| 5Y | +6.6% | +1.1% | +5.5% | -3.8% |
| 10Y | +815.7% | +16.0% | +799.7% | +600.5% |
| All | +2,791.2% | +271.2% | +2,520.0% | +932.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling