+7.0%
NET vs LUV
+51.8%
-44.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -4.3% | -4.0% | -8.0% |
| 7D | -21.2% | +1.7% | -22.9% | -21.2% |
| 30D | -31.1% | +4.7% | -35.8% | -31.2% |
| 3M | -16.5% | -8.5% | -8.0% | -16.3% |
| 6M | 0.0% | +12.9% | -12.9% | -0.5% |
| YTD | +24.0% | +9.0% | +15.1% | +20.9% |
| 1Y | +7.0% | +43.1% | -36.1% | -3.7% |
| All | +7.0% | +51.8% | -44.8% | -3.7% |
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