+514.0%
NOW vs LUV
+15.9%
+498.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.7% |
| 7D | +0.3% | +1.1% | -0.8% | 0.0% |
| 30D | -27.0% | +14.2% | -41.2% | -29.5% |
| 3M | -19.6% | +0.6% | -20.3% | -20.1% |
| 6M | +17.5% | +15.1% | +2.4% | +11.7% |
| YTD | -33.3% | +10.2% | -43.4% | -37.2% |
| 1Y | -39.8% | +38.4% | -78.3% | -47.3% |
| 3Y | -19.9% | +107.5% | -127.4% | -41.4% |
| 5Y | -26.1% | +1.1% | -27.2% | -33.0% |
| All | +514.0% | +15.9% | +498.1% | +429.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling