+2,417.1%
MSCI vs LUV
+227.3%
+2,189.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -1.0% |
| 7D | +0.4% | +0.4% | 0.0% | +0.2% |
| 30D | +0.6% | -18.4% | +19.0% | +6.7% |
| 3M | -7.1% | -3.2% | -3.9% | -7.0% |
| 6M | +0.8% | -14.8% | +15.7% | +4.0% |
| YTD | +1.0% | -2.9% | +3.8% | -1.3% |
| 1Y | +4.3% | +29.6% | -25.3% | -7.8% |
| 3Y | +9.9% | +35.2% | -25.3% | -8.9% |
| 5Y | -6.8% | -11.7% | +4.9% | -12.7% |
| 10Y | +614.7% | +21.6% | +593.1% | +427.7% |
| All | +2,417.1% | +227.3% | +2,189.8% | +835.5% |
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