+780.0%
NOW vs LUV
+18.6%
+761.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -9.9% | -0.1% | -9.8% | -9.9% |
| 30D | +2.8% | -14.6% | +17.5% | +7.0% |
| 3M | +23.7% | -5.7% | +29.4% | +24.6% |
| 6M | +12.5% | -8.4% | +20.9% | +13.5% |
| YTD | -14.4% | -5.1% | -9.2% | -16.1% |
| 1Y | -29.0% | +26.6% | -55.6% | -36.7% |
| 3Y | +9.3% | +39.7% | -30.4% | -9.9% |
| 5Y | +1.2% | -12.0% | +13.2% | -5.0% |
| All | +780.0% | +18.6% | +761.4% | +590.5% |
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 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