+2,771.1%
NOW vs LUV
+395.8%
+2,375.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -3.7% |
| 7D | -2.4% | +0.4% | -2.8% | -2.6% |
| 30D | +20.5% | -18.4% | +38.9% | +27.8% |
| 3M | +18.3% | -3.2% | +21.6% | +18.2% |
| 6M | +24.1% | -14.8% | +38.9% | +27.8% |
| YTD | -7.8% | -2.9% | -4.9% | -10.6% |
| 1Y | -21.4% | +29.6% | -51.0% | -31.6% |
| 3Y | +19.5% | +35.2% | -15.7% | -2.7% |
| 5Y | +4.1% | -11.7% | +15.8% | -2.8% |
| 10Y | +826.4% | +21.6% | +804.8% | +567.2% |
| All | +2,771.1% | +395.8% | +2,375.4% | +1,107.7% |
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