+118.0%
NOK vs LUV
+24.6%
+93.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.3% | +0.4% | +2.6% |
| 7D | -1.8% | +0.4% | -2.2% | -1.8% |
| 30D | +4.7% | -18.4% | +23.1% | +5.4% |
| 3M | -39.7% | -3.2% | -36.4% | -38.6% |
| 6M | +23.1% | -14.8% | +37.9% | +21.9% |
| YTD | +55.0% | -2.9% | +57.9% | +61.8% |
| 1Y | +118.0% | +29.6% | +88.5% | +130.5% |
| All | +118.0% | +24.6% | +93.5% | +130.5% |
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 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