+115.1%
NOK vs LUV
-11.9%
+127.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.4% | +3.4% | +4.5% |
| 7D | +11.0% | -1.0% | +11.9% | +11.2% |
| 30D | +7.8% | -12.4% | +20.2% | +11.1% |
| 3M | -21.0% | -11.0% | -10.0% | -18.8% |
| 6M | +40.9% | -5.0% | +45.9% | +41.8% |
| YTD | +72.0% | -3.8% | +75.8% | +70.6% |
| 1Y | +140.9% | +25.9% | +115.0% | +120.3% |
| 3Y | +194.3% | +42.2% | +152.0% | +145.6% |
| All | +115.1% | -11.9% | +127.0% | +104.5% |
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 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