+2,806.0%
MSCI vs LUV
+284.0%
+2,522.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | +16.5% | +14.0% | +2.4% | +11.9% |
| 3M | +18.2% | +2.6% | +15.6% | +16.9% |
| 6M | +14.0% | +17.3% | -3.3% | +7.4% |
| YTD | +16.6% | +14.0% | +2.6% | +8.4% |
| 1Y | +14.8% | +47.9% | -33.1% | -2.1% |
| 3Y | +33.3% | +114.0% | -80.7% | -5.1% |
| 5Y | +9.1% | +3.2% | +5.9% | -2.2% |
| 10Y | +820.4% | +20.0% | +800.3% | +597.0% |
| All | +2,806.0% | +284.0% | +2,522.0% | +927.6% |
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 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