+1,924.6%
NOW vs LUV
+479.6%
+1,445.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -8.7% | +6.6% | -15.4% | -10.6% |
| 30D | -29.3% | +11.2% | -40.5% | -31.6% |
| 3M | -21.8% | +3.6% | -25.5% | -23.1% |
| 6M | +9.2% | +13.1% | -3.9% | +3.6% |
| YTD | -35.0% | +13.6% | -48.6% | -40.1% |
| 1Y | -42.5% | +44.4% | -86.9% | -51.4% |
| 3Y | -21.5% | +113.2% | -134.8% | -45.5% |
| 5Y | -25.8% | +1.5% | -27.3% | -33.4% |
| 10Y | +506.3% | +20.2% | +486.2% | +354.0% |
| All | +1,924.6% | +479.6% | +1,445.0% | +710.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling