-38.7%
NOW vs LUV
+57.3%
-96.0%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.8% | -7.2% | +0.1% |
| 7D | -27.5% | +6.8% | -34.3% | -27.2% |
| 30D | -20.0% | +10.9% | -31.0% | -19.6% |
| 3M | -7.9% | -4.2% | -3.7% | -8.2% |
| 6M | +18.3% | +22.1% | -3.8% | +20.2% |
| YTD | -29.0% | +13.8% | -42.8% | -26.9% |
| 1Y | -38.7% | +59.2% | -97.9% | -41.2% |
| All | -38.7% | +57.3% | -96.0% | -41.2% |
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