+0.8%
NOW vs LUV
-12.1%
+12.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.1% | +0.7% | -4.8% | -4.3% |
| 30D | +2.9% | -13.4% | +16.3% | +6.7% |
| 3M | +22.6% | -9.6% | +32.2% | +24.9% |
| 6M | +7.5% | -8.9% | +16.4% | +8.7% |
| YTD | -14.4% | -5.2% | -9.3% | -16.5% |
| 1Y | -29.8% | +27.0% | -56.8% | -38.9% |
| 3Y | +9.2% | +39.6% | -30.4% | -15.2% |
| 5Y | +0.8% | -14.4% | +15.2% | -7.3% |
| All | +0.8% | -12.1% | +12.9% | -7.3% |
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 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