+112.5%
NET vs LUV
-10.8%
+123.2%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.3% | -3.0% |
| 7D | -7.0% | +0.4% | -7.4% | -7.2% |
| 30D | -4.8% | -18.4% | +13.6% | +3.7% |
| 3M | +3.8% | -3.2% | +7.0% | +4.0% |
| 6M | +50.0% | -14.8% | +64.9% | +57.1% |
| YTD | +41.5% | -2.9% | +44.3% | +35.3% |
| 1Y | +32.8% | +29.6% | +3.2% | +7.0% |
| 3Y | +335.9% | +35.2% | +300.7% | +207.4% |
| All | +112.5% | -10.8% | +123.2% | +89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling